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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
Brett Best (CRD# 3186437) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Venice, FL and has over 24 years of experience in the finance industry.
Bruce Bittles (CRD# 22276) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sarasota, FL and has 1 year of experience in the finance industry.
Glenn Black (CRD# 2757199) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fort Myers, FL and has over 20 years of experience in the finance industry.
Jonathan Black (CRD# 5833827) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sarasota, FL and has over 12 years of experience in the finance industry.
Robert Black (CRD# 1145742) is an Investment Advisor Representative working at Prosperity Capital Advisors in Venice, FL and has over 29 years of experience in the finance industry.
Michael Blackmon (CRD# 844779) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 34 years of experience in the finance industry.
Kimberly Bleach (CRD# 5639414) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 15 years of experience in the finance industry. Kimberly Bleach 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.
Matthew Boehm (CRD# 4418029) is an Investment Advisor Representative working at Osaic Wealth, Inc. in North Ft. Myers, FL and has over 22 years of experience in the finance industry.
Cornelius Bonner (CRD# 5626327) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 14 years of experience in the finance industry.
Anthony Bosco (CRD# 4592610) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Sarasota, FL and has over 20 years of experience in the finance industry.