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Advisors near 33921

Out of 400,000+ nationwide

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Chad M

CFP®, Series 66

Bokeelia, FL

Spyrnal Financial Group

Business ownership considerations Retirement income strategy College savings (529s, UTMA, etc.)
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Douglas L

Series 65

Boca Grande, FL

Douglas C. Lane & Associates

Concentrated stock management Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Robert L

Series 63, Series 65

Boca Grande, FL

Douglas C. Lane & Associates

Concentrated stock management Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Austin L

Series 65

Placida, FL

Markowski Investments

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Henry G

Series 63

Boca Grande, FL

Ingalls & Snyder, LLC

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner
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Adriana D

Series 66

Bokeelia, FL

Steward Partners Investment Advisory, LLC

ESG / Sustainable investing Founder/Business Owner Retired
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Jonathan R

Series 63, Series 65

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Joshua H

CFP®, Series 63

Punta Gorda, FL

Prospera Financial Services, inc.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Paul W

Series 63, Series 65

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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James H

Series 66

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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