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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
Michael Greenstone (CRD# 709165) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 43 years of experience in the finance industry.
Christopher Haffey (CRD# 4195723) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Palm Beach, FL and has over 23 years of experience in the finance industry. Christopher Haffey 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.
Alexander Harvey (CRD# 5373027) is an Investment Advisor Representative working at Harvey Capital Management Inc. in Palm Beach, FL and has over 16 years of experience in the finance industry.
Robert Harvey (CRD# 4350356) is an Investment Advisor Representative working at Harvey Capital Management Inc. in Palm Beach, FL and has 1 year of experience in the finance industry.
Traci Havens (CRD# 3129969) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Palm Beach, FL and has over 25 years of experience in the finance industry.
Christopher Iwaskewycz (CRD# 6016760) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Beach, FL and has over 7 years of experience in the finance industry. Christopher Iwaskewycz 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.
David Johnson (CRD# 2708758) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Palm Beach, FL and has over 28 years of experience in the finance industry. David Johnson 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.
Harrison Karp (CRD# 2856846) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Beach, FL and has over 24 years of experience in the finance industry.
Neil Kishter (CRD# 2413184) is an Investment Advisor Representative working at Morgan Stanley in Palm Beach, FL and has over 30 years of experience in the finance industry.
Matthew Klocke (CRD# 2912243) is an Investment Advisor Representative working at Klocke Capital Group, LLC in Palm Beach, FL and has over 26 years of experience in the finance industry.