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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
Maxime Jean-Louis (CRD# 5436759) is an Investment Advisor Representative working at Prosperitus Wealth Advisors in Coral Springs, FL and has over 16 years of experience in the finance industry.
Bruce Kallor (CRD# 4023135) is an Investment Advisor Representative working at Edward Jones in Coral Springs, FL and has over 24 years of experience in the finance industry. Bruce Kallor 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.
David Kanen (CRD# 1807794) is an Investment Advisor Representative working at Kanen Wealth Management LLC in Coral Springs, FL and has over 36 years of experience in the finance industry.
Joseph Koury (CRD# 5980911) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Coral Springs, FL and has over 12 years of experience in the finance industry.
Nestor Miranda (CRD# 4182122) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coral Springs, FL and has over 11 years of experience in the finance industry.
Brett Perlman (CRD# 5312092) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 12 years of experience in the finance industry. Brett Perlman 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.
Lisa Samuels (CRD# 5470140) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Loxahatchee, FL and has over 10 years of experience in the finance industry.
Kenneth Saunders (CRD# 1481528) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Coral Springs, FL and has over 37 years of experience in the finance industry.
Katherine Seiter (CRD# 5985417) is an Investment Advisor Representative working at Atyant Capital Management Ltd in Coral Springs, FL and has over 9 years of experience in the finance industry.
Diego Velasquez (CRD# 4336308) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Coral Springs, FL and has over 22 years of experience in the finance industry.