-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Melissa Daugherty (CRD# 6019381) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 8 years of experience in the finance industry.
John Davis (CRD# 2316852) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Bonita Springs, FL and has over 31 years of experience in the finance industry.
Michael Diemer (CRD# 67666) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Bonita Springs, FL and has over 36 years of experience in the finance industry.
Michael Duncan (CRD# 1885913) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Bonita Springs, FL and has over 35 years of experience in the finance industry.
John Eikanger (CRD# 1817262) is an Investment Advisor Representative working at Prosperity Capital Advisors in Bonita Springs, FL and has over 8 years of experience in the finance industry.
Christopher Fahey (CRD# 6459532) is an Investment Advisor Representative working at Edward Jones in Bonita Springs, FL and has over 8 years of experience in the finance industry.
Mark Fenton (CRD# 4998439) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 18 years of experience in the finance industry.
Raymond Filorimo (CRD# 2630840) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 26 years of experience in the finance industry.
Scott Fredstrom (CRD# 2681083) is an Investment Advisor Representative working at Lpl Financial LLC in Bonita Springs, FL and has over 27 years of experience in the finance industry. Scott Fredstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mari Gallegos (CRD# 6952248) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bonita Springs, FL and has over 5 years of experience in the finance industry.