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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
Jorge Romero (CRD# 5420761) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in The Villages, FL and has over 15 years of experience in the finance industry. Jorge Romero 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.
Chad Rowland (CRD# 6463105) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 9 years of experience in the finance industry.
Steven Rowswell (CRD# 730377) is an Investment Advisor Representative working at Ga Advisors, LLC in Ocala, FL and has over 43 years of experience in the finance industry.
Joshua Sanders (CRD# 5337995) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 14 years of experience in the finance industry.
Kelly Sandro (CRD# 4977053) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has over 18 years of experience in the finance industry. Kelly Sandro 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.
Richard Sandy (CRD# 2911258) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ocala, FL and has over 22 years of experience in the finance industry.
Stephen Saucier (CRD# 703830) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 36 years of experience in the finance industry.
Steven Saylor (CRD# 3155003) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 25 years of experience in the finance industry.
Robert Schlumberger (CRD# 1519969) is an Investment Advisor Representative working at Avantax Advisory Services in Crystal River, FL and has over 37 years of experience in the finance industry.
Kristin Schult (CRD# 5614268) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 15 years of experience in the finance industry.