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 2007 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.
Education
Florida International University, Finance