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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
Robert Jones (CRD# 2153498) is an Investment Advisor Representative working at Edelman Financial Engines in Myrtle Beach, SC and has over 27 years of experience in the finance industry.
J Jordan (CRD# 4602535) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Myrtle Beach, SC and has over 21 years of experience in the finance industry.
Daniel Kotovsky (CRD# 1444946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southport, NC and has over 38 years of experience in the finance industry. Daniel Kotovsky 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.
Henry Kowalewski (CRD# 2175517) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Myrtle Beach, SC and has over 32 years of experience in the finance industry.
Jessica Kristich (CRD# 5301559) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Myrtle Beach, SC and has over 15 years of experience in the finance industry.
Karen Large (CRD# 2483205) is an Investment Advisor Representative working at Edward Jones in Myrtle Beach, SC and has over 29 years of experience in the finance industry.
Dennie Lewis (CRD# 1630101) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Myrtle Beach, SC and has over 35 years of experience in the finance industry.
Denise Lowe (CRD# 4410750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Myrtle Beach, SC and has over 22 years of experience in the finance industry.
Richard Lundy (CRD# 6294597) is an Investment Advisor Representative working at Edward Jones in North Myrtle Beach, SC and has over 10 years of experience in the finance industry.