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Distance Only West Palm Beach, 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
Christopher Hurley (CRD# 4626450) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in West Palm Beach, FL and has over 13 years of experience in the finance industry.
Susan Jane Hutcheon (CRD# 2435508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Palm Beach, FL and has over 29 years of experience in the finance industry.
Garth Ivey (CRD# 2745607) is an Investment Advisor Representative working at Kovack Advisors, Inc. in West Palm Beach, FL and has over 27 years of experience in the finance industry.
James Johnson (CRD# 4632560) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 21 years of experience in the finance industry. James Johnson 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.
Mary Ann Johnson (CRD# 259898) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has 1 year of experience in the finance industry.
Robert Jones (CRD# 844192) is an Investment Advisor Representative working at M Holdings Securities, Inc. in West Palm Beach, FL and has over 30 years of experience in the finance industry.
Jonathan Kadish (CRD# 3214717) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in West Palm Beach, FL and has over 24 years of experience in the finance industry. Jonathan Kadish 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.
Sean Kelly (CRD# 1065401) is an Investment Advisor Representative working at Kelly & Associates, LLC in West Palm Beach, FL and has over 24 years of experience in the finance industry.
Jeffrey Klatzko (CRD# 5003877) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Palm Beach, FL and has over 10 years of experience in the finance industry.
Andrew Kleinman (CRD# 4327162) is an Investment Advisor Representative working at Coastal Way Financial Group, LLC in West Palm Beach, FL and has over 23 years of experience in the finance industry.