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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
Scott Karlen (CRD# 2279269) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plantation, FL and has over 31 years of experience in the finance industry.
Susan Kirkpatrick (CRD# 3040410) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plantation, FL and has over 25 years of experience in the finance industry.
Edward Knight (CRD# 272342) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Plantation, FL and has over 39 years of experience in the finance industry.
Sonja Koppenwallner (CRD# 4960228) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 18 years of experience in the finance industry. Sonja Koppenwallner 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.
Howard Kramer (CRD# 1742120) is an Investment Advisor Representative working at Commonwealth Financial Network in Plantation, FL and has over 36 years of experience in the finance industry. Howard Kramer 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.
Kiersten Large (CRD# 5325719) is an Investment Advisor Representative working at Morgan Stanley in Plantation, FL and has over 8 years of experience in the finance industry.
Jeffrey Lazar (CRD# 1676682) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plantation, FL and has over 34 years of experience in the finance industry.
Maohong Li (CRD# 2334911) is an Investment Advisor Representative working at Mml Investors Services, LLC in Plantation, FL and has over 22 years of experience in the finance industry. Maohong Li 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.
Abigail Linn (CRD# 5390878) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plantation, FL and has over 16 years of experience in the finance industry.
Amy Lopez (CRD# 4689272) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plantation, FL and has over 20 years of experience in the finance industry. Amy Lopez 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.