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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
Tashia Joseph (CRD# 5068344) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Melbourne, FL and has over 5 years of experience in the finance industry.
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.
John Keeney (CRD# 1514167) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 26 years of experience in the finance industry.
Robert Kenaston (CRD# 4546659) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Merritt Island, FL and has over 21 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.
Jordan Kimmel (CRD# 1442791) is an Investment Advisor Representative working at Valuengine Capital Management LLC in Melbourne, FL and has over 38 years of experience in the finance industry.
Kerry Kimmel-Geiger (CRD# 2730438) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vero Beach, FL and has over 27 years of experience in the finance industry.
James King (CRD# 5531079) is an Investment Advisor Representative working at Lpl Financial LLC in Merritt Island, FL and has over 15 years of experience in the finance industry.
Tracy King (CRD# 1500791) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 37 years of experience in the finance industry.