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Distance Only Saint Augustine, 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
Marcus Rowe (CRD# 4563297) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Augustine, FL and has over 21 years of experience in the finance industry.
Jamie Rowell (CRD# 2981735) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Saint Augustine, FL and has over 26 years of experience in the finance industry. Jamie Rowell 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.
E Ryerson (CRD# 5847677) is an Investment Advisor Representative working at World Wide Fund Management in Saint Augustine, FL and has over 13 years of experience in the finance industry.
Owen Schrum (CRD# 1259777) is an Investment Advisor Representative working at Schrum Private Wealth Management, LLC in Saint Augustine, FL and has over 40 years of experience in the finance industry.
Terry Seaton (CRD# 4624419) is an Investment Advisor Representative working at Seaton Financial Advisors, LLC in Saint Augustine, FL and has over 21 years of experience in the finance industry.
Katherine Shepard (CRD# 4400968) is an Investment Advisor Representative working at Mml Investors Services, LLC in Saint Augustine, FL and has over 15 years of experience in the finance industry.
Christopher Sivley (CRD# 3070468) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Saint Augustine, FL and has over 25 years of experience in the finance industry. Christopher Sivley 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.
Christopher Smith (CRD# 4143115) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Augustine, FL and has over 21 years of experience in the finance industry. Christopher Smith 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.
Gail Spindle (CRD# 3217092) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Augustine, FL and has over 20 years of experience in the finance industry.
Joseph Storey (CRD# 3009945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Augustine, FL and has over 25 years of experience in the finance industry.