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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
William Smith (CRD# 2407268) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 17 years of experience in the finance industry. William Smith 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.
William Spell (CRD# 5644797) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 15 years of experience in the finance industry.
Stephen Spires (CRD# 4303464) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 23 years of experience in the finance industry.
Renee Springstead (CRD# 6505613) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 5 years of experience in the finance industry.
Marc Stalvey (CRD# 6556575) is an Investment Advisor Representative working at Edward Jones in Ocala, FL and has over 8 years of experience in the finance industry.
Matthew Stegman (CRD# 2678939) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Weeki Wachee, FL and has over 15 years of experience in the finance industry.
Juanita Stephens (CRD# 1262334) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 35 years of experience in the finance industry.
Michael Stephens (CRD# 6322094) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 8 years of experience in the finance industry.
Barbara Stetzko (CRD# 2499277) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Crystal River, FL and has over 28 years of experience in the finance industry. Barbara Stetzko 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.
Gregory Stevens (CRD# 2955873) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 26 years of experience in the finance industry.