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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
Leila Schaefer (CRD# 5734067) is an Investment Advisor Representative working at Mosaic Wealth Strategies LLC in Greenville, SC and has over 11 years of experience in the finance industry.
Jay Schumacher (CRD# 6730650) is an Investment Advisor Representative working at Lookfar Financial, LLC in Greenville, SC and has over 7 years of experience in the finance industry.
Clarence Senn (CRD# 1900137) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Anderson, SC and has over 35 years of experience in the finance industry.
Jennifer Sharp (CRD# 5372906) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, SC and has over 16 years of experience in the finance industry. Jennifer Sharp 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.
Brack Smith (CRD# 4765746) is an Investment Advisor Representative working at Edward Jones in Anderson, SC and has over 20 years of experience in the finance industry.
Karen Smith (CRD# 7005953) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 5 years of experience in the finance industry.
Kimberly Sparks (CRD# 2748868) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Piedmont, SC and has over 27 years of experience in the finance industry.
Rick Stivers (CRD# 1927140) is an Investment Advisor Representative working at Eagle Strategies LLC in Due West, SC and has over 33 years of experience in the finance industry.
Taylor Stokes (CRD# 2673426) is an Investment Advisor Representative working at Stokes Capital Advisors, LLC in Greenwood, SC and has over 28 years of experience in the finance industry.
Rodney Stone (CRD# 1412258) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Greenwood, SC and has over 38 years of experience in the finance industry. Rodney Stone 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.