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Distance Only West Melbourne, 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
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.
Brent Detweiler (CRD# 7085723) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in West Melbourne, FL and has over 4 years of experience in the finance industry.
Brian West (CRD# 4213903) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Melbourne, FL and has over 23 years of experience in the finance industry.