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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
Howard Klein (CRD# 2279848) is an Investment Advisor Representative working at Klein Asset Management LLC in Boca Raton, FL and has over 31 years of experience in the finance industry.
Michael Kopecky (CRD# 6261364) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Boca Raton, FL and has over 10 years of experience in the finance industry.
Svitlana Kyrukhina (CRD# 5894900) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.
Andrew Langus (CRD# 4063775) is an Investment Advisor Representative working at Equitable Advisors, LLC in Boca Raton, FL and has over 21 years of experience in the finance industry.
Michael Lavelanet (CRD# 6650801) is an Investment Advisor Representative working at Advice And Planning Services in Boca Raton, FL and has over 7 years of experience in the finance industry.
Marc Levy (CRD# 2555150) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 29 years of experience in the finance industry.
Brandi Lobato (CRD# 6296432) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Boca Raton, FL and has over 7 years of experience in the finance industry. Brandi Lobato 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.
Jason Mamalis (CRD# 5321770) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boca Raton, FL and has over 16 years of experience in the finance industry.
Steven Marin (CRD# 5925966) is an Investment Advisor Representative working at Equitable Advisors, LLC in Boca Raton, FL and has over 12 years of experience in the finance industry.
Alfredo Martinez (CRD# 2217699) is an Investment Advisor Representative working at Hightower Advisors, LLC in Boca Raton, FL and has over 31 years of experience in the finance industry.