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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
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.
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.
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.
Leonard Leetzow (CRD# 305671) is an Investment Advisor Representative working at Wealth Planning And Design LLC in Sarasota, FL and has over 43 years of experience in the finance industry.
John Lomba (CRD# 2334039) 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.
Elissa Lovell (CRD# 5120335) is an Investment Advisor Representative working at Ranch Capital Advisors Inc. in Sarasota, FL and has over 17 years of experience in the finance industry. Elissa Lovell 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.
Joshua Lowe (CRD# 3073223) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lakewood Ranch, FL and has over 25 years of experience in the finance industry.