-
Distance Only Clermont, 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
Donald Purcell (CRD# 2641990) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 28 years of experience in the finance industry.
Wesley Reed (CRD# 4854037) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Clermont, FL and has over 19 years of experience in the finance industry.
Jeffrey Rogers (CRD# 2332472) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 29 years of experience in the finance industry.
Justin Rogin (CRD# 4766566) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Clermont, FL and has over 19 years of experience in the finance industry.
Brittany Rose (CRD# 6436392) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clermont, FL and has over 6 years of experience in the finance industry.
Helen Ross (CRD# 2447259) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clermont, FL and has over 21 years of experience in the finance industry.
Terry Schueler (CRD# 6066099) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Clermont, FL and has over 8 years of experience in the finance industry.
Brandon Singer (CRD# 5587899) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clermont, FL and has over 15 years of experience in the finance industry. Brandon Singer 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.
Michael Sloan (CRD# 1430910) is an Investment Advisor Representative working at Portfolio Medics, LLC in Clermont, FL and has over 30 years of experience in the finance industry.
Tiffany Wax (CRD# 6511068) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Clermont, FL and has over 7 years of experience in the finance industry.