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VerifiedFinancial Services· Founded 2019

Cke Financial Services

CKE Financial Services LLC is a group of experienced professionals dedicated to simplifying your planning to help you meet your personal financial goals. Whether you are looking for guidance on how to approach retirement, or if you are interested in starting a business, we will develop a plan together to help you succeed. The CKE team provides comprehensive and proactive financial services, including financial planning, asset management, family wealth, retirement planning and more to business owners, retirees, young professionals and families. OUR DIFFERENCE: We take pride in getting to know our clients and building long-standing relationships. We understand that in order to help you effectively plan for the future, we need a deep understanding of your goals, as well as your doubts and dreams. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. CKE Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc, member FINRA / SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm

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HeadquartersWestlake, United StatesEmployees9(1 to 10)Founded year2019LinkedIn profileLinkedIn

Verified contacts

7

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LinkedIn employees

9

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Distinct roles

4

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Monthly traffic

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Top roles at Cke Financial Services

4 distinct titles indexed · top 4 shown.

  • 2client service associate
  • 1635 joins
  • 1investment representative, rjfs vice president
  • 1vice president and investment executive

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