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Distance Only Bonita Springs, FL
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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
Thomas Ambrosi (CRD# 2839126) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bonita Springs, FL and has over 26 years of experience in the finance industry.
Russell Andersen (CRD# 2288717) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Bonita Springs, FL and has over 31 years of experience in the finance industry.
Sagen Augustin (CRD# 5798064) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Bonita Springs, FL and has over 14 years of experience in the finance industry. Sagen Augustin 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.
Dennis Bares (CRD# 6123824) is an Investment Advisor Representative working at River Tree Capital Management in Bonita Springs, FL and has over 12 years of experience in the finance industry. Dennis Bares 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.
Charles Bartler (CRD# 842396) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bonita Springs, FL and has over 39 years of experience in the finance industry.
Denise Bernardi (CRD# 1779824) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bonita Springs, FL and has over 30 years of experience in the finance industry.
Robert Bertog (CRD# 6547230) is an Investment Advisor Representative working at Wells Fargo Advisors in Bonita Springs, FL and has over 8 years of experience in the finance industry.
John Billy (CRD# 2714279) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 19 years of experience in the finance industry.
John Blacklidge (CRD# 2284623) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 31 years of experience in the finance industry.
Stephanie Bonillo (CRD# 4872029) is an Investment Advisor Representative working at Wells Fargo Advisors in Bonita Springs, FL and has over 19 years of experience in the finance industry.