-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Chelly Joseph (CRD# 5062458) is an Investment Advisor Representative working at Gradient Wealth Management in Bonita Springs, FL and has over 17 years of experience in the finance industry.
Rodney Kleiver (CRD# 6162517) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Bonita Springs, FL and has over 10 years of experience in the finance industry.
Michael Koppenhaver (CRD# 4014537) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bonita Springs, FL and has over 24 years of experience in the finance industry.
Steven Landis (CRD# 1126912) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 26 years of experience in the finance industry. Steven Landis 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.
Gary Lenchner (CRD# 6326480) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bonita Springs, FL and has over 9 years of experience in the finance industry.
Alan Luttman (CRD# 1984335) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bonita Springs, FL and has over 30 years of experience in the finance industry.
Ralph Lynch (CRD# 1125996) is an Investment Advisor Representative working at Wells Fargo Advisors in Bonita Springs, FL and has over 40 years of experience in the finance industry.
Carolyn Macedo (CRD# 5609338) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Bonita Springs, FL and has over 15 years of experience in the finance industry.
Nicholas Maurillo (CRD# 5814562) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 11 years of experience in the finance industry.
Justin McGuffey (CRD# 5293733) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 15 years of experience in the finance industry.