-
Distance Metro area (25 miles)
-
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
William Shepard (CRD# 2594416) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 29 years of experience in the finance industry.
Andrea Slaughter (CRD# 6140429) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 8 years of experience in the finance industry.
Jeffrey Smith (CRD# 6154733) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ocala, FL and has over 11 years of experience in the finance industry.
Stephen Spires (CRD# 4303464) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 23 years of experience in the finance industry.
Marc Stalvey (CRD# 6556575) is an Investment Advisor Representative working at Edward Jones in Ocala, FL and has over 8 years of experience in the finance industry.
Matthew Stegman (CRD# 2678939) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Weeki Wachee, FL and has over 15 years of experience in the finance industry.
Barbara Stetzko (CRD# 2499277) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Crystal River, FL and has over 28 years of experience in the finance industry. Barbara Stetzko 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.
Gregory Stevens (CRD# 2955873) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 26 years of experience in the finance industry.
Daniel Sullivan (CRD# 2297342) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hernando, FL and has over 26 years of experience in the finance industry. Daniel Sullivan 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.
Scott Thomas (CRD# 4301025) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 22 years of experience in the finance industry.