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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
John Kent (CRD# 2242930) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jupiter, FL and has over 31 years of experience in the finance industry.
Anthony Klingseisen (CRD# 4993615) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jupiter, FL and has over 17 years of experience in the finance industry.
Peter Krones (CRD# 1142903) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 34 years of experience in the finance industry.
Joseph Labanz (CRD# 2227594) is an Investment Advisor Representative working at Patriot Securities LLC in Jupiter, FL and has over 32 years of experience in the finance industry.
Bryce Larson (CRD# 2778330) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jupiter, FL and has over 27 years of experience in the finance industry.
Charles Lee (CRD# 2988647) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jupiter, FL and has over 26 years of experience in the finance industry. Charles Lee 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.
Robert Levin (CRD# 2713527) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 28 years of experience in the finance industry.
Cary Levine (CRD# 3127758) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Jupiter, FL and has over 24 years of experience in the finance industry.
William Liebowitz (CRD# 1555491) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 34 years of experience in the finance industry.
George Lopes (CRD# 1148569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 40 years of experience in the finance industry.