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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
Randye Kaplan (CRD# 1731454) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Roxbury, CT and has over 36 years of experience in the finance industry. Randye Kaplan 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.
Michael Kaplowitz (CRD# 1318247) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Somers, NY and has over 39 years of experience in the finance industry.
James Kenning (CRD# 1104215) is an Investment Advisor Representative working at Commonwealth Financial Network in Sandy Hook, CT and has over 38 years of experience in the finance industry.
Michael Kirtio (CRD# 2217197) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
Steven Kleiner (CRD# 4407770) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Somers, NY and has over 22 years of experience in the finance industry.
Jessica Koch-Chavez (CRD# 6544854) is an Investment Advisor Representative working at Commonwealth Financial Network in Danbury, CT and has over 8 years of experience in the finance industry.
Cary Kortze (CRD# 2900544) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Newtown, CT and has over 24 years of experience in the finance industry.
John Kortze (CRD# 2447110) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Newtown, CT and has over 30 years of experience in the finance industry.
Mackenzie Kusch (CRD# 5895432) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brookfield, CT and has over 11 years of experience in the finance industry.