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Distance Only Lutz, 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
John Saunders (CRD# 2310755) is an Investment Advisor Representative working at Scs Asset Management, Inc. in Lutz, FL and has over 21 years of experience in the finance industry.
Harold Schwartz (CRD# 841225) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Lutz, FL and has over 40 years of experience in the finance industry.
Angela Seguro (CRD# 6550968) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 6 years of experience in the finance industry.
James Serrano (CRD# 2736701) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 27 years of experience in the finance industry.
Richard Sharpe (CRD# 5530201) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 8 years of experience in the finance industry.
Joseph Sissel (CRD# 6746050) is an Investment Advisor Representative working at Principal Securities, Inc. in Lutz, FL and has over 6 years of experience in the finance industry.
Jesse Smith (CRD# 6284279) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 9 years of experience in the finance industry.
Robert Smith (CRD# 2325142) is an Investment Advisor Representative working at Primerica Advisors in Lutz, FL and has over 31 years of experience in the finance industry.
Shane Stradley (CRD# 5638208) is an Investment Advisor Representative working at Primerica Advisors in Lutz, FL and has over 9 years of experience in the finance industry.
Joao Teixeira (CRD# 5108172) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 15 years of experience in the finance industry. Joao Teixeira 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.