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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
Guiseppi Morabito (CRD# 4873700) is an Investment Advisor Representative working at M&m Wealth Management, LLC in Fort Myers, FL and has over 18 years of experience in the finance industry. Guiseppi Morabito 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.
Robert Moro (CRD# 1235680) is an Investment Advisor Representative working at Eagle Strategies LLC in Fort Myers, FL and has over 39 years of experience in the finance industry.
Dexter Morse (CRD# 6199644) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry. Dexter Morse 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.
John Nastasi (CRD# 1246595) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 25 years of experience in the finance industry.
Carl Nicolosi (CRD# 1378292) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 24 years of experience in the finance industry.
John Nicolosi (CRD# 2319520) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 25 years of experience in the finance industry.
Douglas O'connell (CRD# 4538806) is an Investment Advisor Representative working at Highpoint Planning Partners in Bonita Springs, FL and has over 21 years of experience in the finance industry.
Russell Ogan (CRD# 1517211) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Myers, FL and has over 37 years of experience in the finance industry.
Austin Parker (CRD# 6628710) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Myers, FL and has over 5 years of experience in the finance industry. Austin Parker 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.
Thomas Patricca (CRD# 2116834) is an Investment Advisor Representative working at Tlp Financial Services, Inc. in Estero, FL and has over 33 years of experience in the finance industry. Thomas Patricca 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.