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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
Mary Disher (CRD# 2600626) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Charlotte, FL and has over 26 years of experience in the finance industry. Mary Disher 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.
Shelly Donovan (CRD# 1001389) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 41 years of experience in the finance industry.
Robert Duncan (CRD# 2517030) is an Investment Advisor Representative working at Avantax Advisory Services in Port Charlotte, FL and has 1 year of experience in the finance industry.
Christopher Dupee (CRD# 4672762) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 20 years of experience in the finance industry.
Frank Durand (CRD# 1589146) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Myers, FL and has over 37 years of experience in the finance industry. Frank Durand 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.
Christopher Dwyer (CRD# 4472474) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 10 years of experience in the finance industry.
Robert Dwyer (CRD# 2456814) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 30 years of experience in the finance industry.
Steven Ehrman (CRD# 1419036) is an Investment Advisor Representative working at Lpl Financial LLC in Cape Coral, FL and has over 38 years of experience in the finance industry.
Steven Elkins (CRD# 5506751) is an Investment Advisor Representative working at Sbe Capital Markets in Cape Coral, FL and has over 15 years of experience in the finance industry.
Eugene Enders (CRD# 2561935) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 29 years of experience in the finance industry.