Distance Only Palatka, FL
- 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
Susan Helwig (CRD# 4352226) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palatka, FL and has 1 year of experience in the finance industry.
William Mutchie (CRD# 2307346) is an Investment Advisor Representative working at Edward Jones in Palatka, FL and has over 29 years of experience in the finance industry. William Mutchie 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.