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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
Jason Derosa (CRD# 6163158) is an Investment Advisor Representative working at Trifound Advisory LLC in Fort Myers, FL and has over 10 years of experience in the finance industry. Jason Derosa 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.
Carin Desimone (CRD# 3173429) is an Investment Advisor Representative working at Edelman Financial Engines in Fort Myers, FL and has over 25 years of experience in the finance industry.
Gregory Diamond (CRD# 4566369) is an Investment Advisor Representative working at Gcd Advisors, LLC in Fort Myers, FL and has over 21 years of experience in the finance industry.
Robert Dimaria (CRD# 2721781) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 27 years of experience in the finance industry.
Shelly Donovan (CRD# 1001389) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 41 years of experience in the finance industry.
Randolph Dorcey (CRD# 1919543) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Myers, FL and has over 35 years of experience in the finance industry.
Frank Durand (CRD# 1589146) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Myers, FL and has over 37 years of experience in the finance industry. Frank Durand 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.
Patricia Elwood (CRD# 2281654) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Myers, FL and has over 31 years of experience in the finance industry.
Eugene Enders (CRD# 2561935) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 29 years of experience in the finance industry.
Steven Ershowsky (CRD# 2446144) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 30 years of experience in the finance industry. Steven Ershowsky 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.