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Distance Only Boynton Beach, 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
Floyd Ozeck (CRD# 4488484) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Boynton Beach, FL and has over 22 years of experience in the finance industry.
Erik Park (CRD# 2084247) is an Investment Advisor Representative working at Lpl Financial LLC in Boynton Beach, FL and has over 33 years of experience in the finance industry. Erik Park 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.
Jyote Patel (CRD# 6613146) is an Investment Advisor Representative working at Harbor Wealth Management in Boynton Beach, FL and has over 8 years of experience in the finance industry.
Michael Pilato (CRD# 5215155) is an Investment Advisor Representative working at Quantum Financial Advisors, P.a. in Boynton Beach, FL and has over 23 years of experience in the finance industry.
Karen Plotkin (CRD# 1732615) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boynton Beach, FL and has 1 year of experience in the finance industry.
Tracy Potter (CRD# 2155909) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boynton Beach, FL and has over 16 years of experience in the finance industry.
Peter Ream (CRD# 4746887) is an Investment Advisor Representative working at Lincoln Investment in Boynton Beach, FL and has over 19 years of experience in the finance industry.
Alfonso Reda (CRD# 4121532) is an Investment Advisor Representative working at Park Avenue Securities LLC in Boynton Beach, FL and has over 24 years of experience in the finance industry.
Lisa Reich (CRD# 2127529) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boynton Beach, FL and has over 33 years of experience in the finance industry.
Todd Robbins (CRD# 2613127) is an Investment Advisor Representative working at Brokers Financial in Boynton Beach, FL and has over 23 years of experience in the finance industry.