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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
Sarah Reed (CRD# 5471725) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has over 16 years of experience in the finance industry.
Donald Schenk (CRD# 4799850) is an Investment Advisor Representative working at Morgan Stanley in Bluffton, SC and has over 19 years of experience in the finance industry.
Richard Sebastian (CRD# 5744581) is an Investment Advisor Representative working at Gwn Securities Inc. in Bluffton, SC and has over 13 years of experience in the finance industry.
Jennifer Sokolowski (CRD# 6882692) is an Investment Advisor Representative working at Metis Wealth Management & Planning LLC in Bluffton, SC and has over 6 years of experience in the finance industry. Jennifer Sokolowski 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.
Robert Sokolowski (CRD# 6882734) is an Investment Advisor Representative working at Metis Wealth Management & Planning LLC in Bluffton, SC and has over 6 years of experience in the finance industry. Robert Sokolowski 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.
Christopher Spires (CRD# 2994653) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bluffton, SC and has over 26 years of experience in the finance industry.
Anthony Sposato (CRD# 2397173) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bluffton, SC and has over 30 years of experience in the finance industry.
Bertin Stuckart (CRD# 1281643) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bluffton, SC and has over 39 years of experience in the finance industry.
William Stuckart (CRD# 5648403) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bluffton, SC and has over 7 years of experience in the finance industry. William Stuckart 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.
Rebecca Turner (CRD# 4745581) is an Investment Advisor Representative working at Lpl Financial LLC in Bluffton, SC and has over 20 years of experience in the finance industry.