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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
James Koinis (CRD# 2701081) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 27 years of experience in the finance industry.
Matthew Kotuby (CRD# 5289835) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 9 years of experience in the finance industry.
Ryan Kowadla (CRD# 5534526) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 15 years of experience in the finance industry.
Eric Kuchera (CRD# 3091040) is an Investment Advisor Representative working at Cypress Stone Capital LLC in Lakewood Ranch, FL and has over 25 years of experience in the finance industry.
Christopher Kuchmek (CRD# 6198280) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 9 years of experience in the finance industry.
Naomie Laguerre (CRD# 6579680) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in North Port, FL and has over 8 years of experience in the finance industry.
Theodore Lamp (CRD# 4565385) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Englewood, FL and has over 21 years of experience in the finance industry.
Anne Elizabeth Lane (CRD# 1696435) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakewood Ranch, FL and has over 31 years of experience in the finance industry. Anne Elizabeth Lane 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.
Douglas Lane (CRD# 2191360) is an Investment Advisor Representative working at Douglas C. Lane & Associates in Boca Grande, FL and has over 32 years of experience in the finance industry.
Karen Lane (CRD# 2461796) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 30 years of experience in the finance industry.