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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
Robert Esterman (CRD# 2854331) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Estero, FL and has over 27 years of experience in the finance industry.
Peter Ferraro (CRD# 2386025) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Estero, FL and has over 30 years of experience in the finance industry.
Douglas Finley (CRD# 3039094) is an Investment Advisor Representative working at Finley Wealth Advisors in Estero, FL and has over 26 years of experience in the finance industry. Douglas Finley 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.
Robert Fritts (CRD# 1601817) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Estero, FL and has over 36 years of experience in the finance industry. Robert Fritts 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.
Hitesh Ghangus (CRD# 5894241) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Estero, FL and has over 13 years of experience in the finance industry.
Clinton Helmbrecht (CRD# 5248551) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Estero, FL and has over 11 years of experience in the finance industry. Clinton Helmbrecht 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.
Kerry Horne (CRD# 2171532) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Estero, FL and has over 32 years of experience in the finance industry.
Ryane Kavanagh (CRD# 5760523) is an Investment Advisor Representative working at Edward Jones in Estero, FL and has over 14 years of experience in the finance industry.
Richard Liburdi (CRD# 1103964) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Estero, FL and has over 41 years of experience in the finance industry.
Peter Lovley (CRD# 3041391) is an Investment Advisor Representative working at Eagle Strategies LLC in Estero, FL and has over 25 years of experience in the finance industry.