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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
Amanda Sachs (CRD# 6165959) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Mequon, WI and has over 10 years of experience in the finance industry. Amanda Sachs 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.
James Sarow (CRD# 4137644) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Mequon, WI and has over 23 years of experience in the finance industry.
Michael Scalise (CRD# 1855608) is an Investment Advisor Representative working at Summit Financial Management LLC in Mequon, WI and has over 34 years of experience in the finance industry.
Gregory Schauer (CRD# 4174335) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mequon, WI and has over 23 years of experience in the finance industry.
Jeffrey Schmit (CRD# 2783764) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 27 years of experience in the finance industry.
Gabriel Schneiss (CRD# 6620394) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mequon, WI and has over 7 years of experience in the finance industry.
Laura Schnoor (CRD# 1943270) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 9 years of experience in the finance industry.
Judith Schultz (CRD# 1809819) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 35 years of experience in the finance industry.
Scott Schwartz (CRD# 2314442) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 9 years of experience in the finance industry.
Gregg Shaffer (CRD# 4269835) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 23 years of experience in the finance industry.