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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
Caleb Lowman (CRD# 4623844) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Myers, FL and has over 21 years of experience in the finance industry. Caleb Lowman 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.
Danielle Lucht (CRD# 4898641) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Myers, FL and has over 17 years of experience in the finance industry.
Chad Lynn (CRD# 5958231) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 12 years of experience in the finance industry.
Todd Macke (CRD# 1450239) is an Investment Advisor Representative working at Macke Financial Advisory Group in Fort Myers, FL and has over 34 years of experience in the finance industry. Todd Macke 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.
Eric Mackellar (CRD# 4361727) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Myers, FL and has over 23 years of experience in the finance industry.
Nicholas Magero (CRD# 5504717) is an Investment Advisor Representative working at Wells Fargo Advisors in Venice, FL and has over 15 years of experience in the finance industry.
Mark Magnusen (CRD# 5744384) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Englewood, FL and has over 14 years of experience in the finance industry.
Dennis Makarewicz (CRD# 812070) is an Investment Advisor Representative working at First Security Capital Management LLC in Venice, FL and has over 15 years of experience in the finance industry.
Jeffrey Malavsky (CRD# 2960470) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fort Myers, FL and has over 26 years of experience in the finance industry.
Jo Anne Marino (CRD# 5449269) is an Investment Advisor Representative working at Commonwealth Financial Network in Englewood, FL and has over 16 years of experience in the finance industry.