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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
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.
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.
Mary Brown (CRD# 6588404) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Naples, FL and has over 2 years of experience in the finance industry.
Fred Carrolli (CRD# 1352648) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 15 years of experience in the finance industry.
Gaye Clarke Lampert (CRD# 1243816) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Naples, FL and has over 40 years of experience in the finance industry.
Kathy Kaffer (CRD# 6562558) is an Investment Advisor Representative working at Creative Planning in Naples, FL and has over 8 years of experience in the finance industry. Kathy Kaffer 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.
Paul Murphy (CRD# 2210569) is an Investment Advisor Representative working at Front Edge Capital Management, LLC in Naples, FL and has over 21 years of experience in the finance industry.