Since 2005 Jean Karlo has served as Vice President of Rocafort. Committed to providing outstanding service to all clients Rocafort consist of various financial disciplines.
Jean Karlo works together in a team that includes financial professionals; clients ranged from individual professionals to small business owners and executives of large corporations.
In 2013 Jean Karlo became a Registered Representative with Cetera Advisor Networks LLC. As a Registered Representative his primary goal is to become a lifetime resource for each and every client and to provide families and business owners with assistance in building their financial freedom.
Licenses and Registrations
- Securities Registration Series 6, 7 & 26
- Life Insurance & Property + Casualty
- Health
- Variable Life & Variable Annuity
- Title Insurance
Notable Accomplishments
Million Dollar Round Table - Top of the Table
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success. Members become eligible for Top of the Table after generating six times the production requirement. Specific production requirements increase annually, and members must reapply each year.
Education
Florida International University, Finance