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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
Omar Alcazar (CRD# 6873629) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 6 years of experience in the finance industry.
Evan Alexander (CRD# 6510447) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has over 8 years of experience in the finance industry.
Vita Allan (CRD# 6094218) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fort Myers, FL and has over 11 years of experience in the finance industry.
Jeffrey Allen (CRD# 4808940) is an Investment Advisor Representative working at Hightower Advisors, LLC in Naples, FL and has over 12 years of experience in the finance industry. Jeffrey Allen 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.
Benita Alstatt (CRD# 3115572) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Myers, FL and has over 19 years of experience in the finance industry.
Miguel Alvarez (CRD# 4508624) is an Investment Advisor Representative working at Synovus Securities, Inc. in Naples, FL and has over 22 years of experience in the finance industry.
Carlos Amaris (CRD# 2451395) 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.
Thomas Ambrosi (CRD# 2839126) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bonita Springs, FL and has over 26 years of experience in the finance industry.
Russell Andersen (CRD# 2288717) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Bonita Springs, FL and has over 31 years of experience in the finance industry.