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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
Donald Settina (CRD# 1079154) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bonita Springs, FL and has over 41 years of experience in the finance industry. Donald Settina 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.
Jonathan Shaw (CRD# 4431233) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bonita Springs, FL and has over 22 years of experience in the finance industry.
Neal Skiles (CRD# 5510772) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 16 years of experience in the finance industry.
Michele Stahl (CRD# 4363087) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bonita Springs, FL and has over 21 years of experience in the finance industry.
Paul Stonge (CRD# 859165) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Bonita Springs, FL and has over 43 years of experience in the finance industry.
Tamara Surratt (CRD# 4371065) is an Investment Advisor Representative working at Legacy Family Office, LLC in Bonita Springs, FL and has over 17 years of experience in the finance industry.
Mark Taylor (CRD# 4194448) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bonita Springs, FL and has over 23 years of experience in the finance industry. Mark Taylor 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.
Kimberly Underwood (CRD# 4327191) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Bonita Springs, FL and has over 22 years of experience in the finance industry.
Brion Walters (CRD# 2389492) 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.
Dennis Wells (CRD# 823728) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bonita Springs, FL and has over 41 years of experience in the finance industry.