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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
Terry Inghram (CRD# 1491268) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Vero Beach, FL and has over 30 years of experience in the finance industry.
Roy Innella (CRD# 5268142) is an Investment Advisor Representative working at Wealth Watch Advisors, Inc. in Vero Beach, FL and has over 16 years of experience in the finance industry.
Diana Jabbour (CRD# 4181924) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 23 years of experience in the finance industry.
William Jackson (CRD# 2845768) is an Investment Advisor Representative working at Jackson Financial, Investment & Retirement Services, Inc. in Melbourne, FL and has over 27 years of experience in the finance industry.
David Jaffe (CRD# 2314921) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 30 years of experience in the finance industry.
John Jennings (CRD# 6070938) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vero Beach, FL and has over 9 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.
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.