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Distance Only Parkland, FL
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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 Botkin (CRD# 6092923) is an Investment Advisor Representative working at Avantax Advisory Services in Parkland, FL and has over 11 years of experience in the finance industry.
Steven Clark (CRD# 6376198) is an Investment Advisor Representative working at Clark Financial Planning Services LLC in Parkland, FL and has over 9 years of experience in the finance industry. Steven Clark 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.
Raymond Curtin (CRD# 2007519) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Parkland, FL and has over 34 years of experience in the finance industry.
Gabriel Dardik (CRD# 4706998) is an Investment Advisor Representative working at Prudential Financial Planning Services in Parkland, FL and has over 20 years of experience in the finance industry.
Gregory Feldman (CRD# 4449089) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Parkland, FL and has over 22 years of experience in the finance industry.
Ryan Jones (CRD# 2941179) is an Investment Advisor Representative working at Federated Securities Corp. in Parkland, FL and has over 25 years of experience in the finance industry.
Darren Jurick (CRD# 2414166) is an Investment Advisor Representative working at Jurick Financial Services in Parkland, FL and has over 29 years of experience in the finance industry.
Curt Knapp (CRD# 1206432) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Parkland, FL and has over 40 years of experience in the finance industry. Curt Knapp 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.
Caiqin Li (CRD# 5883219) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Parkland, FL and has over 12 years of experience in the finance industry.
Edward Mitchell (CRD# 4348186) is an Investment Advisor Representative working at Maranatha Mgt Corp in Parkland, FL and has over 16 years of experience in the finance industry.