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Distance Only Coral Springs, 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
Jeffrey Knight (CRD# 1241471) is an Investment Advisor Representative working at Eagle Strategies LLC in Coral Springs, FL and has over 26 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.
Theodore Kowalchuk (CRD# 2206923) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Coral Springs, FL and has over 32 years of experience in the finance industry. Theodore Kowalchuk 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 Kuffner (CRD# 4011596) is an Investment Advisor Representative working at Morgan Stanley in Coral Springs, FL and has over 24 years of experience in the finance industry.
Duane Lawrence (CRD# 4410567) is an Investment Advisor Representative working at Primerica Advisors in Coral Springs, FL and has over 20 years of experience in the finance industry.
Robert Lenz (CRD# 1989637) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coral Springs, FL and has over 17 years of experience in the finance industry.
Mark Levin (CRD# 2216100) is an Investment Advisor Representative working at Lpl Financial LLC in Coral Springs, FL and has over 15 years of experience in the finance industry. Mark Levin 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.
Kristof Lewicki (CRD# 2714690) is an Investment Advisor Representative working at Kris Lewicki & Associates, LLC in Coral Springs, FL and has over 27 years of experience in the finance industry. Kristof Lewicki 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.
Renee Lewis (CRD# 5631241) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coral Springs, FL and has over 14 years of experience in the finance industry.
Paul Maizes (CRD# 1642927) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Coral Springs, FL and has over 37 years of experience in the finance industry. Paul Maizes 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.