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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
Joe Shewmaker (CRD# 6104735) is an Investment Advisor Representative working at Primerica Advisors in Jupiter, FL and has over 10 years of experience in the finance industry.
Carolyn Sipperley (CRD# 2758344) is an Investment Advisor Representative working at One + One Wealth Management, LLC in Jupiter, FL and has over 19 years of experience in the finance industry.
Robert Sloan (CRD# 1052005) is an Investment Advisor Representative working at Primerica Advisors in Jupiter, FL and has over 41 years of experience in the finance industry.
Troy Sorel (CRD# 5685101) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 11 years of experience in the finance industry.
John Souther (CRD# 6179410) is an Investment Advisor Representative working at Souther Capital Management LLC in Jupiter, FL and has over 11 years of experience in the finance industry.
Sally Stahl (CRD# 4897666) is an Investment Advisor Representative working at Edward Jones in Jupiter, FL and has over 19 years of experience in the finance industry.
Todger Strunk (CRD# 5161511) is an Investment Advisor Representative working at Cayside Partners in Jupiter, FL and has over 16 years of experience in the finance industry.
Scott Tanker (CRD# 2220198) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 31 years of experience in the finance industry.
Lisa Tomczak (CRD# 2469208) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 30 years of experience in the finance industry.
Susan Torbin (CRD# 2205080) is an Investment Advisor Representative working at Commonwealth Financial Network in Jupiter, FL and has over 31 years of experience in the finance industry. Susan Torbin 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.