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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
Gregory Schmertmann (CRD# 5736923) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Venice, FL and has over 14 years of experience in the finance industry.
Michael Schwitz (CRD# 718643) is an Investment Advisor Representative working at Harbour Investments, Inc. in Venice, FL and has over 43 years of experience in the finance industry.
Timothy Self (CRD# 4938703) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 18 years of experience in the finance industry.
Blase Sparma (CRD# 4280220) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 23 years of experience in the finance industry.
Julia Stalnaker (CRD# 4340016) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Venice, FL and has over 23 years of experience in the finance industry. Julia Stalnaker 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.
Tyler Stephen (CRD# 5240105) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Venice, FL and has over 17 years of experience in the finance industry.
John Strand (CRD# 4331426) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 23 years of experience in the finance industry.
James Tate (CRD# 1849522) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Venice, FL and has over 35 years of experience in the finance industry. James Tate 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 Tate (CRD# 6529153) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Venice, FL and has over 7 years of experience in the finance industry. James Tate 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.
Kelley Tate (CRD# 1982878) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Venice, FL and has over 10 years of experience in the finance industry.