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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
Peter Thompson (CRD# 1147676) is an Investment Advisor Representative working at Lpl Financial LLC in Naples, FL and has over 29 years of experience in the finance industry.
John Vicari (CRD# 1039189) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Naples, FL and has over 36 years of experience in the finance industry.
Erica Wainscott (CRD# 5813403) is an Investment Advisor Representative working at Bcg Securities, Inc. in Naples, FL and has over 13 years of experience in the finance industry.
James Waldo (CRD# 2935547) is an Investment Advisor Representative working at Waldo Investment Advisors, LLC in Naples, FL and has over 26 years of experience in the finance industry.
Arthur Weber (CRD# 2954506) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Naples, FL and has over 26 years of experience in the finance industry.
David Wenig (CRD# 1846960) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 35 years of experience in the finance industry.
Bradley Werner (CRD# 2329211) is an Investment Advisor Representative working at Summit Financial, LLC in Naples, FL and has over 31 years of experience in the finance industry.
Jeffrey Zuzolo (CRD# 1332223) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Naples, FL and has over 38 years of experience in the finance industry.
Kevin Zylstra (CRD# 2517604) is an Investment Advisor Representative working at Namcoa in Naples, FL and has over 29 years of experience in the finance industry. Kevin Zylstra 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.
Julian Aiken (CRD# 7889594) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Naples, FL and has 1 year of experience in the finance industry.