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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 Schroen (CRD# 3165945) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Antonio, TX and has over 25 years of experience in the finance industry.
Nathan Sharp (CRD# 5332556) is an Investment Advisor Representative working at Marcado Asset Management LLC in San Antonio, TX and has over 16 years of experience in the finance industry.
Blair Short (CRD# 2905490) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 26 years of experience in the finance industry.
Karen Sims (CRD# 2731853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 28 years of experience in the finance industry.
Michael Sommer (CRD# 4590677) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 21 years of experience in the finance industry.
Estela Sotelo (CRD# 4261225) is an Investment Advisor Representative working at Pnc Investments in San Antonio, TX and has over 23 years of experience in the finance industry.
Pablo Sotomayor (CRD# 5685369) is an Investment Advisor Representative working at Corient in San Antonio, TX and has over 12 years of experience in the finance industry.
Lisa Springs (CRD# 5222234) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in San Antonio, TX and has over 17 years of experience in the finance industry.
Jake Spruiell (CRD# 3145657) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Antonio, TX and has over 25 years of experience in the finance industry.
Cade Steen (CRD# 4830804) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 19 years of experience in the finance industry. Cade Steen 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.