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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
Alan Jotkoff (CRD# 1601180) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in West Melbourne, FL and has over 35 years of experience in the finance industry. Alan Jotkoff 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.
Ryan Jotkoff (CRD# 4235923) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in West Melbourne, FL and has over 9 years of experience in the finance industry. Ryan Jotkoff 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 Kanner (CRD# 4626366) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vero Beach, FL and has over 21 years of experience in the finance industry.
Peter Kelly (CRD# 4440378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 19 years of experience in the finance industry.
Caleb Kennedy (CRD# 3050649) is an Investment Advisor Representative working at Lpl Financial LLC in Melbourne, FL and has over 25 years of experience in the finance industry.
Farida Khambata (CRD# 5713174) is an Investment Advisor Representative working at Cartica Management, LLC in Vero Beach, FL and has 1 year of experience in the finance industry.
Thomas Kiernan (CRD# 4193980) is an Investment Advisor Representative working at Edward Jones in Vero Beach, FL and has over 12 years of experience in the finance industry. Thomas Kiernan 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.
Kerry Kimmel-Geiger (CRD# 2730438) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vero Beach, FL and has over 28 years of experience in the finance industry.
Maria Klipstine (CRD# 4001453) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 24 years of experience in the finance industry.
Samuel Lafevers (CRD# 3155557) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Vero Beach, FL and has over 25 years of experience in the finance industry.