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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
Steven Ehrman (CRD# 1419036) is an Investment Advisor Representative working at Lpl Financial LLC in Cape Coral, FL and has over 38 years of experience in the finance industry.
Steven Elkins (CRD# 5506751) is an Investment Advisor Representative working at Sbe Capital Markets in Cape Coral, FL and has over 15 years of experience in the finance industry.
John Evans (CRD# 5705658) is an Investment Advisor Representative working at Commonwealth Financial Network in Cape Coral, FL and has over 14 years of experience in the finance industry. John Evans 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.
Keith Finkelstein (CRD# 6378158) is an Investment Advisor Representative working at Marketstrats, LLC in Cape Coral, FL and has over 9 years of experience in the finance industry.
Scott Flinn (CRD# 2772232) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cape Coral, FL and has over 5 years of experience in the finance industry.
Steven Fried (CRD# 4472772) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cape Coral, FL and has over 22 years of experience in the finance industry.
Terry Frith (CRD# 2477250) is an Investment Advisor Representative working at Edward Jones in Cape Coral, FL and has over 29 years of experience in the finance industry.
Belinda Frost (CRD# 2339499) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cape Coral, FL and has over 16 years of experience in the finance industry.
Danielle Gates (CRD# 3120596) is an Investment Advisor Representative working at Lpl Financial LLC in Cape Coral, FL and has over 25 years of experience in the finance industry. Danielle Gates 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.
James Haltigan (CRD# 5479384) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cape Coral, FL and has over 15 years of experience in the finance industry.