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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
David Capraro (CRD# 819216) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bonita Springs, FL and has over 43 years of experience in the finance industry.
Michael Carlson (CRD# 2788751) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Bonita Springs, FL and has over 27 years of experience in the finance industry.
Heather Clegg (CRD# 5042864) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 18 years of experience in the finance industry.
William Clegg (CRD# 3142804) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 25 years of experience in the finance industry.
Tamara Clingan (CRD# 3271631) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has over 7 years of experience in the finance industry.
Evans Connelly Jr. (CRD# 1837084) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 35 years of experience in the finance industry.
John Conrath (CRD# 4686217) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 17 years of experience in the finance industry.
Stefan Contorno (CRD# 3244623) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 24 years of experience in the finance industry.
Casey Croysdale (CRD# 4220694) 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. Casey Croysdale 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.
Melissa Daugherty (CRD# 6019381) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 8 years of experience in the finance industry.