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Distance Metro area (25 miles)
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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
Gregory Schmertmann (CRD# 5736923) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Venice, FL and has over 14 years of experience in the finance industry.
Thomas Schorn (CRD# 2928253) is an Investment Advisor Representative working at Schorn Wealth in Englewood, FL and has over 26 years of experience in the finance industry.
Bradley Schott (CRD# 2124142) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 33 years of experience in the finance industry.
Eric Schultz (CRD# 4014182) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 24 years of experience in the finance industry.
Michael Schwitz (CRD# 718643) is an Investment Advisor Representative working at Harbour Investments, Inc. in Venice, FL and has over 43 years of experience in the finance industry.
Michael Sears (CRD# 2205917) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Englewood, FL and has over 32 years of experience in the finance industry.
Timothy Self (CRD# 4938703) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 19 years of experience in the finance industry.
Steven Sellers (CRD# 4587117) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 21 years of experience in the finance industry.
Tonya Sexton (CRD# 4155775) is an Investment Advisor Representative working at Synovus Securities, Inc. in Cape Coral, FL and has over 23 years of experience in the finance industry.
George Seybolt (CRD# 858172) is an Investment Advisor Representative working at Eagle Bay Family Office in Boca Grande, FL and has over 44 years of experience in the finance industry.