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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
Charles Bartler (CRD# 842396) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bonita Springs, FL and has over 39 years of experience in the finance industry.
Jeffrey Bassett (CRD# 2445309) is an Investment Advisor Representative working at Lpl Financial LLC in Estero, FL and has over 30 years of experience in the finance industry.
Caroline Bauer (CRD# 5945132) is an Investment Advisor Representative working at Edward Jones in Fort Myers, FL and has over 12 years of experience in the finance industry.
John Bellino (CRD# 1783196) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 29 years of experience in the finance industry.
Denise Bernardi (CRD# 1779824) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bonita Springs, FL and has over 30 years of experience in the finance industry.
Robert Bertog (CRD# 6547230) is an Investment Advisor Representative working at Wells Fargo Advisors in Bonita Springs, FL and has over 8 years of experience in the finance industry.
Timothy Betts (CRD# 6339997) is an Investment Advisor Representative working at Lincoln Investment in Alva, FL and has over 8 years of experience in the finance industry.
Stephanie Bonillo (CRD# 4872029) is an Investment Advisor Representative working at Wells Fargo Advisors in Bonita Springs, FL and has over 19 years of experience in the finance industry.
Amber Braatz (CRD# 6948655) is an Investment Advisor Representative working at Finley Wealth Advisors in Estero, FL and has over 5 years of experience in the finance industry. Amber Braatz 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.
Jared Brancazio (CRD# 2967404) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Myers, FL and has over 26 years of experience in the finance industry.