-
Distance Only Ponte Vedra, FL
-
COMPENSATION Either
-
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
Sharlene Schiffer (CRD# 1556443) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ponte Vedra, FL and has over 37 years of experience in the finance industry.
Janelle Skelton (CRD# 1965022) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 34 years of experience in the finance industry. Janelle Skelton 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.
Adam Stoeckler (CRD# 5841666) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 13 years of experience in the finance industry. Adam Stoeckler 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.
Russell Stoeckler (CRD# 2478564) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 29 years of experience in the finance industry.
William Tomes (CRD# 2300545) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 26 years of experience in the finance industry. William Tomes 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.
Alexander Umansky (CRD# 3005872) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ponte Vedra, FL and has over 26 years of experience in the finance industry.
Matthew Underwood (CRD# 5725266) is an Investment Advisor Representative working at Lincoln Investment in Ponte Vedra, FL and has over 14 years of experience in the finance industry.
Beverly Whitman (CRD# 6264375) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 5 years of experience in the finance industry. Beverly Whitman 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.
Keith Winter (CRD# 2874927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ponte Vedra, FL and has over 27 years of experience in the finance industry.
Daryl Bartkunsky (CRD# 7861383) is an Investment Advisor Representative working at Caleo Capital N.a. LLC in Ponte Vedra, FL and has 1 year of experience in the finance industry.