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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
Jeffrey Lent (CRD# 1735135) is an Investment Advisor Representative working at Torray Investment Partners LLC in Naples, FL and has over 35 years of experience in the finance industry.
Charles Lewis (CRD# 1377009) is an Investment Advisor Representative working at Lewis Capital Management in Naples, FL and has over 35 years of experience in the finance industry.
Michael McCormack (CRD# 2602316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 28 years of experience in the finance industry.
Daniel McHugh (CRD# 2083457) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 33 years of experience in the finance industry.
Altin Meleqi (CRD# 6435114) is an Investment Advisor Representative working at Financial Freedom Capital Management in Naples, FL and has over 9 years of experience in the finance industry.
Anthony Mercun (CRD# 5182612) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 16 years of experience in the finance industry.
Timothy Mohns (CRD# 2283719) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Naples, FL and has over 31 years of experience in the finance industry.
Michael Necamp (CRD# 1498284) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 37 years of experience in the finance industry.
Joseph Nelson (CRD# 4637736) is an Investment Advisor Representative working at The Fiduciary Alliance in Naples, FL and has over 21 years of experience in the finance industry. Joseph Nelson 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.