-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Fitzsimmons (CRD# 7624093) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coconut Creek, FL and has 1 year of experience in the finance industry.
Jeffrey Kugler (CRD# 276305) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coconut Creek, FL and has over 31 years of experience in the finance industry. Jeffrey Kugler 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.
Craig Kirsner (CRD# 2675082) is an Investment Advisor Representative working at AE Wealth Management, LLC in Coconut Creek, FL and has over 27 years of experience in the finance industry.
Our firm is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Kirsner Wealth Management are not affiliated companies.
Christopher Conness (CRD# 4778193) is an Investment Advisor Representative working at Global Wealth Managment in Fort Lauderdale, FL and has over 11 years of experience in the finance industry.
Investment Advisor Representative & Registered Representative, Author and South Florida native C. Grant Conness services South Florida individuals and families whom he assists with retirement and estate planning aspirations. Mr. Conness brings a high degree of trust, integrity and service in working with his clients. His dedication has earned him the respect of the South Florida community of which he...
Guy Abbanat (CRD# 1235698) is an Investment Advisor Representative working at World Equity Group, Inc. in Coral Springs, FL and has over 40 years of experience in the finance industry.
Alex Abbenante (CRD# 6480437) is an Investment Advisor Representative working at Equitable Advisors, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.
Todd Abrams (CRD# 2693512) is an Investment Advisor Representative working at Prudential Financial Planning Services in Boca Raton, FL and has over 27 years of experience in the finance industry.
Carlos Abreu (CRD# 6814558) is an Investment Advisor Representative working at Primerica Advisors in Miami Lakes, FL and has over 6 years of experience in the finance industry.
Ralph Achille (CRD# 5875142) is an Investment Advisor Representative working at Achilles Wealth Management, LLC in Boynton Beach, FL and has over 7 years of experience in the finance industry. Ralph Achille 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.
Adam Adelman (CRD# 6009043) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boca Raton, FL and has over 9 years of experience in the finance industry.