Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Planners in Florida

Financial Planners in Clearwater, FL

Find a professional & check records

Here is a complete directory of most local Financial Planners near you.

The Trustoria Professional Directory provides you with all the professional records needed to discover the right service provider for any need.

Be sure to look at other cities around Clearwater, FL to find the names of more service providers.

8 results found

David Spencer Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Senior Vice President • Regional Vice President • Operations Manager • Vice President • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Advisor • Master of Science • Psychology Specialist

Experience & Education

Position:
Senior Vice President / Director of Premier Clients at ACE Private Risk Services
Title:
Director of Premier Clients at ACE Private Risk Services
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
ACE Private Risk Services - NationallySenior Vice President / Director of Premier Clientssince Oct 2011ACE Private Risk Services Regional Vice PresidentJan 2009 - Oct 2011
Skills:
HNW and Ultra High Net Worth personal insurance marketing, underwriting & sales, HNW Event...
Full Profile

Curtis Chambers Clearwater, FL

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Managing Member • Founder • Manager • Operations Manager • Founding Member • Chief Executive • Representative • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager • Customer Relations • Brand Planner • Brand Representative • Advertising Sales Agent

Experience & Education

Position:
Founder and Managing Member at Chambers Financial Group
Title:
Founder and Managing Member at the Chambers Financial Group in Clearwater, Florida.
Location:
Clearwater, Florida
Industry:
Financial Services
Work history:
Chambers Financial Group - Clearwater, FloridaFounder and Managing Membersince Mar 2009Edward Jones Financial AdvisorSep 1996 - Mar 2009
Skills:
Financial Planning, Investments, Wealth Management, Stocks, Bonds, Financial Advisory, Investment...
Certifications:
CERTIFIED FINANCIAL PLANNER, Certified Financial Planner Board of Standards
Full Profile

Victor Ferdinandi Clearwater, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Producer • Operations Manager

Experience & Education

Work

Company:
Arthur j. gallagher & co
Personal lines producer
Company:
Minnesota life - Totowa, NJ
Financial planner
Full Profile

James Hirschberger Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager, Financial Planner at Raymond James Financial Services, Inc. Member FINRA/SIPC
Title:
Branch Manager, Financial Planner at Raymond James Financial
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC - 28473 U.S. Highway 19 North, Suite 600, Clearwater, FL 33761Branch Manager, Financial Plannersince Jun 1995Raymond James & Associates, Inc - St. Petersburg, FloridaEquity TradingJan 1989 - May 1995
Full Profile

John Rosenfeld Clearwater, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Fidelity investments
Vice president, senior account executive
Company:
American express financial advisors
Financial planner
Full Profile

John Wooley Clearwater, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Project Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Project Managers • Marketing Manager • Web Marketer • Advertising Sales Agent • Entertainer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Project Manager at Special Editions Publishing (SEP)
Title:
Special Edition Publications
Location:
Clearwater Beach, Florida
Industry:
Real Estate
Work history:
Special Editions Publishing (SEP) - Clearwater, FL.Project Managersince Jan 2010Weichert Realtors - Clearwater BeachRealtor2005 - 2009
Licensed Series 7 financial planner
Full Profile

David Lane Clearwater, FL

Professions & Specialties

Financial Planner • Financial Consultant • Brokerage Clerk • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Account Manager • District Manager • Region Manager • Training Manager • Business Administrator • Area Manager • Managers • Bachelor of Science • School Administrator • Educational Manager

Experience & Education

Work

Company:
Electronic transaction solutions, inc.
Director
Company:
Autoway ford st. petersburg - Saint Petersburg, FL
Commercial account manager
Full Profile

Mason Tupps Clearwater, FL

Professions & Specialties

Financial Services Sales Agent • Sales Agent • Territory Account Manager • Sales Representative • Area Manager • Managers

Experience & Education

Work

Company:
Greenway health - Tampa, FL
Edi sales rep
Company:
Dsi systems inc - Knoxville, TN
Territory manager

Skills

Auditing, CRM Software, Management, Marketing, Product Promotion, Solution Selling
Full Profile

Financial Planners near Clearwater, FL0336699132165TampaSaint PetersburgLargoPinellas ParkBelleair BeachPalm HarborTarpon SpringsSafety Harbor


Financial Planners around Clearwater, FL

Largo  (4)
Palm Harbor  (1)
Tampa  (165)

Financial Planners in Florida

Sub-specializations

Financial Planner  (8)