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Distance Only Longwood, FL
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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
Caitlin O'toole (CRD# 7294041) is an Investment Advisor Representative working at O'toole Strategic Investments LLC in Longwood, FL and has over 3 years of experience in the finance industry.
Sean O'toole (CRD# 5472439) is an Investment Advisor Representative working at O'toole Strategic Investments LLC in Longwood, FL and has over 16 years of experience in the finance industry.
Matthew Price (CRD# 7318989) is an Investment Advisor Representative working at Equitable Advisors, LLC in Longwood, FL and has 1 year of experience in the finance industry.
Victor Rivera (CRD# 7240625) is an Investment Advisor Representative working at Edelman Financial Engines in Longwood, FL and has over 2 years of experience in the finance industry.
Christopher Snively (CRD# 4746264) is an Investment Advisor Representative working at Wells Fargo Advisors in Longwood, FL and has over 20 years of experience in the finance industry. Christopher Snively 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.
Janet Steimel (CRD# 4194815) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Longwood, FL and has over 8 years of experience in the finance industry.
Nikki Ward (CRD# 6999207) is an Investment Advisor Representative working at Siler Wealth Management in Longwood, FL and has over 5 years of experience in the finance industry. Nikki Ward 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.
Kevin Wenke (CRD# 4729631) is an Investment Advisor Representative working at Decision Tree Investment Advisors LLC in Longwood, FL and has over 19 years of experience in the finance industry. Kevin Wenke 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.
Zachary Worden (CRD# 6706854) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Longwood, FL and has 1 year of experience in the finance industry.