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Distance Only Maitland, 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
Jason Jones (CRD# 5944454) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Maitland, FL and has over 12 years of experience in the finance industry.
Eric Katauskas (CRD# 3131698) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maitland, FL and has over 24 years of experience in the finance industry. Eric Katauskas 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.
Rebecca Kauffman (CRD# 5425675) is an Investment Advisor Representative working at Commonwealth Financial Network in Maitland, FL and has over 15 years of experience in the finance industry. Rebecca Kauffman 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.
Bernard Kiesel (CRD# 2193004) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Maitland, FL and has over 25 years of experience in the finance industry. Bernard Kiesel 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.
Mark Kontz (CRD# 1738820) is an Investment Advisor Representative working at Alternative Investment Advisors, LLC in Maitland, FL and has over 8 years of experience in the finance industry.
Travis Krueger (CRD# 5055750) is an Investment Advisor Representative working at Alternative Investment Advisors, LLC in Maitland, FL and has over 16 years of experience in the finance industry.
Steven Kurland (CRD# 5078232) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Maitland, FL and has over 17 years of experience in the finance industry. Steven Kurland 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.
Marla Lambert (CRD# 1242402) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Maitland, FL and has over 39 years of experience in the finance industry.
Stephen Lee (CRD# 4767940) is an Investment Advisor Representative working at Equistar Wealth Management Inc. in Maitland, FL and has over 20 years of experience in the finance industry. Stephen Lee 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.
Delcena Lewis (CRD# 4468804) is an Investment Advisor Representative working at Rd Lewis Wealth Management in Maitland, FL and has over 13 years of experience in the finance industry.