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Distance Only Naples, 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
Kay Anderson (CRD# 5242576) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Naples, FL and has over 10 years of experience in the finance industry. Kay Anderson 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.
Stefan Andrews (CRD# 6314224) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Naples, FL and has over 9 years of experience in the finance industry.
Zachary Angell (CRD# 6581150) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Naples, FL and has over 8 years of experience in the finance industry.
Antonetti Capital Management, LLC is a fee only Registered Investment Advisor with offices in Naples, FL & St. Petersburg, FL.
Charles (chad) Atkins (CRD# 4808551) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 5 years of experience in the finance industry.
Adam Aulestia (CRD# 4545056) is an Investment Advisor Representative working at Aulestia Ventures in Naples, FL and has over 21 years of experience in the finance industry. Adam Aulestia 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.
Dan Baer (CRD# 4556250) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 23 years of experience in the finance industry.
Andrew Baker (CRD# 5753450) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 14 years of experience in the finance industry. Andrew Baker 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.
Carroll Baker (CRD# 5051537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 18 years of experience in the finance industry.
Timothy Baltzer (CRD# 2787410) is an Investment Advisor Representative working at Wells Fargo Advisors in Naples, FL and has over 27 years of experience in the finance industry.