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Distance Metro area (25 miles)
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COMPENSATION Either
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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
Maureen McPeek (CRD# 2142765) is an Investment Advisor Representative working at Wells Fargo Advisors in Bonita Springs, FL and has over 32 years of experience in the finance industry.
Gary Medley (CRD# 1186617) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bonita Springs, FL and has over 40 years of experience in the finance industry. Gary Medley 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.
Rodney Meyer (CRD# 2270618) is an Investment Advisor Representative working at Private Advisor Group, LLC in Bonita Springs, FL and has over 31 years of experience in the finance industry.
William Mihm (CRD# 2493438) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bonita Springs, FL and has over 29 years of experience in the finance industry.
Michelle Minisci (CRD# 4976191) is an Investment Advisor Representative working at Lpl Financial LLC in Bonita Springs, FL and has over 14 years of experience in the finance industry. Michelle Minisci 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.
Timothy Moore (CRD# 1064296) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bonita Springs, FL and has over 41 years of experience in the finance industry.
Keith Moored (CRD# 2467610) is an Investment Advisor Representative working at Twenty First Investors in Bonita Springs, FL and has over 30 years of experience in the finance industry.
Darin Morgan (CRD# 5413030) is an Investment Advisor Representative working at Cerity Partners LLC in Bonita Springs, FL and has 1 year of experience in the finance industry. Darin Morgan 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.
Dexter Morse (CRD# 6199644) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry. Dexter Morse 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.
Amy Novakovich (CRD# 5343509) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has over 16 years of experience in the finance industry. Amy Novakovich 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.