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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
David Shugol (CRD# 2656139) is an Investment Advisor Representative working at Avantax Advisory Services in Myakka City, FL and has over 28 years of experience in the finance industry.
Jeremy Smith (CRD# 5736929) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 14 years of experience in the finance industry.
Ronald Smith (CRD# 3009600) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Englewood, FL and has over 20 years of experience in the finance industry.
John Smyth (CRD# 1740797) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sarasota, FL and has over 15 years of experience in the finance industry.
Kimberly Snyder (CRD# 2500717) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 29 years of experience in the finance industry.
Samantha Somers (CRD# 5477145) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 8 years of experience in the finance industry.
Jill Spatola (CRD# 3002626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 26 years of experience in the finance industry.
James Sproul (CRD# 5408531) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 16 years of experience in the finance industry.
Kurt Stahl (CRD# 1890827) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lakewood Ranch, FL and has over 35 years of experience in the finance industry. Kurt Stahl 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.
Terry Stamper (CRD# 5953676) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 12 years of experience in the finance industry. Terry Stamper 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.