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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
Nevin Woulas (CRD# 6085621) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Bonita Springs, FL and has over 8 years of experience in the finance industry.
Sidney Yeomans (CRD# 4994117) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Bonita Springs, FL and has over 18 years of experience in the finance industry.
Brian Youngs (CRD# 2479488) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bonita Springs, FL and has over 29 years of experience in the finance industry.
Randolph Ziffren (CRD# 1051560) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bonita Springs, FL and has over 41 years of experience in the finance industry.
Brennan Baize (CRD# 7559834) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bonita Springs, FL and has 1 year of experience in the finance industry.
Shauna Barrier (CRD# 7194444) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 3 years of experience in the finance industry.
Adam Bock (CRD# 5366615) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bonita Springs, FL and has over 16 years of experience in the finance industry.
Roger Ciacco (CRD# 4685314) is an Investment Advisor Representative working at Procyon Advisors, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry. Roger Ciacco 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.
Jason Collins (CRD# 7253873) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 4 years of experience in the finance industry.
Anthony Dagati (CRD# 4905674) is an Investment Advisor Representative working at Edward Jones in Bonita Springs, FL and has over 4 years of experience in the finance industry.