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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
Carleton Jones (CRD# 1344102) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 39 years of experience in the finance industry.
William Kearney (CRD# 2495855) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 29 years of experience in the finance industry.
Kimberly Kennovin (CRD# 2524719) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 29 years of experience in the finance industry.
Michael Koenig (CRD# 3038255) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 26 years of experience in the finance industry. Michael Koenig 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.
Theodore Kuzma (CRD# 5158089) is an Investment Advisor Representative working at Edward Jones in Daytona Beach, FL and has over 17 years of experience in the finance industry.
Tiffany Kuzma (CRD# 6294553) is an Investment Advisor Representative working at Edward Jones in Daytona Beach, FL and has over 9 years of experience in the finance industry.
Shane Larson (CRD# 5299140) is an Investment Advisor Representative working at Mml Investors Services, LLC in Daytona Beach, FL and has over 16 years of experience in the finance industry. Shane Larson 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.
Brian Layman (CRD# 2753076) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Daytona Beach, FL and has over 27 years of experience in the finance industry.
Alexis Lenssen (CRD# 2833688) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 27 years of experience in the finance industry.
Julian Lopez (CRD# 3172924) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 25 years of experience in the finance industry.