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Distance Only Estero, 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
Craig Rauser (CRD# 5224043) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Estero, FL and has over 17 years of experience in the finance industry.
Scott Schatzle (CRD# 4773107) is an Investment Advisor Representative working at Mutual Trust Advisory Group in Estero, FL and has over 14 years of experience in the finance industry. Scott Schatzle 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.
Peter Sorensen (CRD# 1454231) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Estero, FL and has over 38 years of experience in the finance industry.
Eric Tibbs (CRD# 5506969) is an Investment Advisor Representative working at Edward Jones in Estero, FL and has over 16 years of experience in the finance industry.
Brian Upchurch (CRD# 3070409) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Estero, FL and has over 26 years of experience in the finance industry. Brian Upchurch 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.
Marissa Beltran (CRD# 7038377) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Estero, FL and has over 5 years of experience in the finance industry.
Marina Galeano (CRD# 2748833) is an Investment Advisor Representative working at M & I Financial Planning Services in Estero, FL and has over 27 years of experience in the finance industry.
Grant Gunder (CRD# 7357501) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Estero, FL and has over 2 years of experience in the finance industry.
Richard Mathews (CRD# 5138613) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Estero, FL and has 1 year of experience in the finance industry.
Patrick Monahan (CRD# 6499952) is an Investment Advisor Representative working at Wells Fargo Advisors in Estero, FL and has over 3 years of experience in the finance industry.