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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
George Bokios (CRD# 718774) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Fort Myers, FL and has over 38 years of experience in the finance industry.
Jaime Bollinger (CRD# 5863508) is an Investment Advisor Representative working at Susko Wealth Advisors in Naples, FL and has 1 year of experience in the finance industry. Jaime Bollinger 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.
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.
Alexander Bouton (CRD# 6866733) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 5 years of experience in the finance industry.
Henry Bowman (CRD# 2279948) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Naples, FL and has over 24 years of experience in the finance industry.
Ilona Box (CRD# 2938226) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Naples, FL and has over 24 years of experience in the finance industry.
James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Creative Planning in Marco Island, FL and has over 15 years of experience in the finance industry. James Boxma 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.
Roger Boyd (CRD# 715641) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 43 years of experience in the finance industry.
Marisa Bozovic (CRD# 5577796) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Naples, FL and has over 14 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 6 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.