-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Chad Holmes (CRD# 6637156) is an Investment Advisor Representative working at Formula Wealth in Montgomery, AL and has over 7 years of experience in the finance industry. Chad Holmes 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.
Kenneth Peavy (CRD# 4348578) is an Investment Advisor Representative working at Stonex Advisors Inc. in Montgomery, AL and has over 22 years of experience in the finance industry.
Keyesta Sherman (CRD# 5775512) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montgomery, AL and has over 13 years of experience in the finance industry.
Soren T. Christensen is the Founder and Chief Investment Officer of Advanced Investment Management®. Mr. Christensen has decades of experience in the financial services industry and he is a Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Financial Consultant® professional. As a result of achieving these designations, Soren has extensive investment analysis and management training. These accreditations also set and maintain high ethical standards, with rigorous enforcement. In recognition of his considerable training, knowledge, and expertise Soren has been...
Albert Abdo (CRD# 6376918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Myers, FL and has over 9 years of experience in the finance industry.
Thomas Abood (CRD# 2305670) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Naples, FL and has over 31 years of experience in the finance industry.
Pamela Abraham (CRD# 1002352) is an Investment Advisor Representative working at Hightower Advisors, LLC in Fort Myers, FL and has over 41 years of experience in the finance industry.
Stacy Acevedo (CRD# 1433847) is an Investment Advisor Representative working at Ace Wealth Management LLC in Fort Myers, FL and has over 38 years of experience in the finance industry.
Kathleen Acord (CRD# 2223418) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fort Myers, FL and has over 31 years of experience in the finance industry.
Todd Adams (CRD# 1011585) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Myers, FL and has over 29 years of experience in the finance industry. Todd Adams 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.