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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
Christopher Klinck (CRD# 6950760) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ormond Beach, FL and has over 5 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.
Suzanna Koizumi (CRD# 863226) is an Investment Advisor Representative working at Reap In Wealth Management, LLC in Palm Coast, FL and has over 20 years of experience in the finance industry.
Raymond Krutz (CRD# 870280) is an Investment Advisor Representative working at Primerica Advisors in Ormond Beach, FL and has over 20 years of experience in the finance industry.
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.
Michael Lapshin (CRD# 6354780) is an Investment Advisor Representative working at Edward Jones in Palm Coast, FL and has over 7 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.
Carol Laxner (CRD# 4697425) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 20 years of experience in the finance industry.
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.
Joanna Lemire (CRD# 6726003) is an Investment Advisor Representative working at Edward Jones in Ormond Beach, FL and has over 7 years of experience in the finance industry.