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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
Andrew Ames (CRD# 3151155) is an Investment Advisor Representative working at Lpl Financial LLC in Arcadia, FL and has over 25 years of experience in the finance industry. Andrew Ames 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.
Brian Angelillis (CRD# 6556566) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 8 years of experience in the finance industry.
Diana Angus (CRD# 1503545) is an Investment Advisor Representative working at Mml Investors Services, LLC in North Fort Myers, FL and has over 15 years of experience in the finance industry.
Ronald Anno (CRD# 3241258) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Englewood, FL and has over 22 years of experience in the finance industry.
Fred Atlas (CRD# 3266751) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Sarasota, FL and has over 14 years of experience in the finance industry.
Timothy Aumann (CRD# 4748247) is an Investment Advisor Representative working at Edward Jones in Fort Myers, FL and has over 20 years of experience in the finance industry. Timothy Aumann 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.
Jules Axelrod (CRD# 2252035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 31 years of experience in the finance industry.
Keith Baier (CRD# 4403569) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Englewood, FL and has over 22 years of experience in the finance industry. Keith Baier 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.
Wade Ballard (CRD# 6475508) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 8 years of experience in the finance industry.
Bryan Bastoni (CRD# 4457061) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 16 years of experience in the finance industry. Bryan Bastoni 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.