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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
Kenneth Guard (CRD# 1055460) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cape Coral, FL and has over 41 years of experience in the finance industry. Kenneth Guard 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.
James Halvosa (CRD# 2603382) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 29 years of experience in the finance industry.
Karen Harvey (CRD# 2487214) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gainesville, FL and has over 25 years of experience in the finance industry.
Mitchell Hay (CRD# 6344587) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 8 years of experience in the finance industry. Mitchell Hay 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.
Jonathan Heise (CRD# 5911913) is an Investment Advisor Representative working at Forecast Financial LLC in Newberry, FL and has over 12 years of experience in the finance industry.
Keith Heritage (CRD# 5231172) is an Investment Advisor Representative working at Prosperity Capital Advisors in Newberry, FL and has over 17 years of experience in the finance industry.
Frederick Hilton (CRD# 2161935) is an Investment Advisor Representative working at Lpl Financial LLC in Newberry, FL and has over 18 years of experience in the finance industry.
Adam Jones (CRD# 6209578) is an Investment Advisor Representative working at Certified Advisory Corp in Gainesville, FL and has over 7 years of experience in the finance industry.
Steven Keller (CRD# 1030518) is an Investment Advisor Representative working at Wealth Asset Managers in Fort White, FL and has over 30 years of experience in the finance industry.
Kirk Klein (CRD# 2260326) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 31 years of experience in the finance industry. Kirk Klein 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.