Since 2005 Jean Karlo has served as Vice President of Rocafort. Committe 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
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Education
Florida International University, Finance