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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 Smithers (CRD# 864864) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 39 years of experience in the finance industry.
Randolph Snow (CRD# 1180589) is an Investment Advisor Representative working at R.e. Snow Private Wealth Management Group, LLC in Naples, FL and has over 40 years of experience in the finance industry.
Anthony Sofronas (CRD# 1435960) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 38 years of experience in the finance industry.
Robert Streit (CRD# 1865844) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Naples, FL and has over 5 years of experience in the finance industry.
Richard Struthers (CRD# 871078) is an Investment Advisor Representative working at Clearwater Capital Management in Naples, FL and has over 33 years of experience in the finance industry.
Craig Sutherland (CRD# 2778068) is an Investment Advisor Representative working at Strategic Probability Partners, LLC in Naples, FL and has over 27 years of experience in the finance industry.
Lori Sutherland (CRD# 2875634) is an Investment Advisor Representative working at Strategic Probability Partners, LLC in Naples, FL and has over 26 years of experience in the finance industry.
Clifford Swaby (CRD# 1625891) is an Investment Advisor Representative working at Lpl Financial LLC in Naples, FL and has over 37 years of experience in the finance industry.
Richard Tarantino (CRD# 442592) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 43 years of experience in the finance industry.
Michael Tcheyan (CRD# 2356944) is an Investment Advisor Representative working at Investment Strategy Advisors Inc. in Naples, FL and has over 29 years of experience in the finance industry. Michael Tcheyan 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.