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Distance Only Duluth, GA
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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
Nicholas Schuessler (CRD# 7001628) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 5 years of experience in the finance industry. Nicholas Schuessler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Amy Shirley (CRD# 6937388) is an Investment Advisor Representative working at Moore & Shirley Financial Planning in Duluth, GA and has over 6 years of experience in the finance industry.
Larry Shriver (CRD# 2711890) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 8 years of experience in the finance industry.
David Siegel (CRD# 702395) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 44 years of experience in the finance industry.
Todd Smallwood (CRD# 2131710) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 9 years of experience in the finance industry.
Victoria Snow (CRD# 6607825) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 5 years of experience in the finance industry.
Leeza Snyderman (CRD# 6894661) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 5 years of experience in the finance industry.
Mee Sook Sonu (CRD# 2037582) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Duluth, GA and has over 23 years of experience in the finance industry. Mee Sook Sonu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fredrick Standfield (CRD# 5322128) is an Investment Advisor Representative working at Lifewater Wealth Management in Duluth, GA and has over 17 years of experience in the finance industry. Fredrick Standfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Stanhouse (CRD# 5672650) is an Investment Advisor Representative working at Stanhouse Financial Planning And Management, LLC in Duluth, GA and has over 15 years of experience in the finance industry.