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Distance Only Marco Island, FL
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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
Dana Messina (CRD# 4168807) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marco Island, FL and has over 20 years of experience in the finance industry.
Ana Munro (CRD# 5772394) is an Investment Advisor Representative working at Morgan Stanley in Marco Island, FL and has over 13 years of experience in the finance industry. Ana Munro 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.
Kevin O'fee (CRD# 1412801) is an Investment Advisor Representative working at Edward Jones in Marco Island, FL and has over 38 years of experience in the finance industry.
Lynn Orr (CRD# 1244047) is an Investment Advisor Representative working at Lynn H. Orr Capital Management Group, Inc. in Marco Island, FL and has over 40 years of experience in the finance industry. Lynn Orr 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.
Keith Philippi (CRD# 5385325) is an Investment Advisor Representative working at Morgan Stanley in Marco Island, FL and has over 16 years of experience in the finance industry. Keith Philippi 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.
Alfred Salvino (CRD# 409632) is an Investment Advisor Representative working at Performance Wealth in Marco Island, FL and has over 44 years of experience in the finance industry.
Jeffrey Schulte (CRD# 1242009) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Marco Island, FL and has over 40 years of experience in the finance industry.
Philip Shaffer (CRD# 716363) is an Investment Advisor Representative working at Hamilton Capital in Marco Island, FL and has over 43 years of experience in the finance industry.
Kennedy Sherles (CRD# 5497561) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Marco Island, FL and has over 15 years of experience in the finance industry.
Timothy Thoele (CRD# 2319690) is an Investment Advisor Representative working at Principal Securities, Inc. in Marco Island, FL and has over 31 years of experience in the finance industry.