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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
Donald Settina (CRD# 1079154) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bonita Springs, FL and has over 41 years of experience in the finance industry. Donald Settina 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.
Daniel Shannon (CRD# 4546937) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Fort Myers, FL and has over 20 years of experience in the finance industry.
Brian Simon (CRD# 4950937) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 18 years of experience in the finance industry.
Bart Singleton (CRD# 5855774) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 11 years of experience in the finance industry.
Eliot Sokalsky (CRD# 4924103) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 15 years of experience in the finance industry.
Peter Sorensen (CRD# 1454231) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Estero, FL and has over 38 years of experience in the finance industry.
Terri Starliper (CRD# 5305672) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 16 years of experience in the finance industry.
Paul Stonge (CRD# 859165) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Bonita Springs, FL and has over 43 years of experience in the finance industry.
Stephen Thomas (CRD# 5899289) is an Investment Advisor Representative working at Edward Jones in Lehigh Acres, FL and has over 13 years of experience in the finance industry.
Kara Thorn (CRD# 5186615) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Myers, FL and has over 17 years of experience in the finance industry. Kara Thorn 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.