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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
James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Creative Planning in Marco Island, FL and has over 15 years of experience in the finance industry. James Boxma 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.
Mark Johnson (CRD# 2244271) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Marco Island, FL and has over 31 years of experience in the finance industry. Mark Johnson 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.
Alfred Salvino (CRD# 409632) is an Investment Advisor Representative working at Performance Wealth in Marco Island, FL and has over 44 years of experience in the finance industry.
Jeffrey Schulte (CRD# 1242009) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Marco Island, FL and has over 40 years of experience in the finance industry.
Philip Shaffer (CRD# 716363) is an Investment Advisor Representative working at Hamilton Capital in Marco Island, FL and has over 43 years of experience in the finance industry.
Ralph McKee (CRD# 2591032) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marco Island, FL and has over 28 years of experience in the finance industry.
Soren T. Christensen is the Founder and Chief Investment Officer of Advanced Investment Management®. Mr. Christensen has decades of experience in the financial services industry and he is a Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Financial Consultant® professional. As a result of achieving these designations, Soren has extensive investment analysis and management training. These accreditations also set and maintain high ethical standards, with rigorous enforcement. In recognition of his considerable training, knowledge, and expertise Soren has been...
Albert Abdo (CRD# 6376918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Myers, FL and has over 9 years of experience in the finance industry.
Thomas Abood (CRD# 2305670) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Naples, FL and has over 31 years of experience in the finance industry.
Pamela Abraham (CRD# 1002352) is an Investment Advisor Representative working at Hightower Advisors, LLC in Fort Myers, FL and has over 41 years of experience in the finance industry.