Swaine and leidel wealth services

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August undefined, 2024

SpletSwaine & Leidel Wealth Services, LLC Sebring, FL Feb 2024 - Current 5; Wells Fargo Clearing Services, LLC Sebring, FL Feb 2009 - Feb 2024 9; Wells Fargo Advisors LLC Sebring, FL May 2009 - Nov 2016 7; Exam Code Name Passed Date; S63 Uniform Securities State Law Examination Nov 1985; S65 SpletTop Swaine & Leidel Wealth Services Employees Mary Ford Administrative Assistant. Lorida, Florida, United States View. 1 myway.com; 2 863835XXXX; 863655XXXX; View Similar People ...

DAVID LEIDEL , Partner, Swaine & Leidel Wealth Services

SpletSwaine & Leidel Wealth Services was founded by Will Swaine and David Leidel, two financial... 145 W Center Ave, Sebring, FL, US 33870 SpletFinancial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees Disclosures No Office Location 145 West Center Avenue Sebring, FL 33870 Not sure which advisor is right for you? ontd beyonce

Swaine & Leidel Wealth Services, LLC SEC Registration

Spletform adv uniform application for investment adviser registration and report by exempt reporting advisers primary business name: second half financial partners, llc crd number: 163454 SpletSwaine & Leidel Wealth Services, LLC quarterly investment holdings based on public SEC filings. Swaine & Leidel Wealth Services, LLC All 13F Portfolio Filings Most recent 13F Q1 2024. Location Sebring, FL CIK 0001741677 All SEC filings View on sec.gov. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; SpletSwaine And Leidel Wealth Services, LLC is located at 145 W Center Ave Sebring, FL 33870. If your looking for Administrative Management And General Management Consulting Services in Sebring, Florida - check out Swaine And Leidel Wealth Services, LLC. ion internet nashik

Swaine & Leidel Wealth Services, LLC (Sebring) Adviser Rankings

Swaine and leidel wealth services

Swaine & Leidel Wealth Services (863) 385-1101 Sebring, Florida

SpletSwaine & Leidel Wealth Services, LLC is a large advisory firm based in Sebring. It manages $120.59 million of regulatory assets for 767 client accounts. It has been registered with the SEC as an adviser since 2024 and has operated in the jurisdictions of Florida, New Hampshire, and Texas. SpletThe company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and …

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SpletSwaine & Leidel Wealth Services Lakeland, Florida, United States. 1K followers 500+ connections. Join to view profile Auburn University … SpletLooking for Financial Consultants near me in Sebring, FL? Get info about Swaine and Leidel Wealth Services & similar nearby companies offering Financial Planning & Investments, Financial services & products. Reviews, ratings, hours, …

SpletSwaine & Leidel Wealth Services, Llc ownership in WRK / Westrock Co - 13F, 13D, 13G Filings - Fintel.io. Fintel ... SpletSecond Half Financial Partners is a large advisory firm with 760 clients and discretionary assets under management (AUM) of $240,416,458 (Form ADV from 2024-12-22). Their …

SpletWill Swaine is a Several Local Non-Profit Boards at Children's Museum of the Highlands based in Sebring, Florida. Previously, Will was an Owner at Swaine & Leidel Wealth Services. Read More. Contact. Will Swaine's Phone Number and Email. Email. w***@childrensmuseumhighlands.com. Engage via Email. Contact Number (863) ***-**** …

SpletSwaine & Leidel Wealth Services, Sebring, Florida. 392 likes · 1 talking about this · 1 was here. Swaine & Leidel Wealth Services was founded by Will Swaine and David Leidel, two financial... Swaine & Leidel Wealth …

SpletOn this episode, we talk investment strategies and ways that the new generation should be investing. We also address some of the top myths (including should you max out your 401k).-----David Leidel is an advisor in the firm Swaine & Leidel Wealth Services located in the middle of the Florida peninsula.Swaine & Leidel is a Registered … ontd christinaSpletSwaine & Leidel Wealth Services, LLC - Find the best investment management firms and wealth management firms with customer reviews and ratings ... Institutional Services Investment Management Trust and Estate Planning Wealth Management Private Banking. Digital Services. ont deathsSpletSwaine & Leidel Wealth Services was founded by Will Swaine and David Leidel, two financial... 145 W Center Ave, Sebring, FL 33870 ontd britney spearsSpletName: David Leidel Company: Swaine & Leidel Wealth Services Job title: Partner Country of Residence: United States Precise location: Sebring, Florida Website of the company : sign … ont deathSpletSwaine & Leidel Wealth Services, LLC is a large advisory firm based in Sebring. It manages $120.59 million of regulatory assets for 767 client accounts. It has been registered with … ion internet service providerSpletWe are thankful to these individuals for donating their time and efforts to ensure that we are reaching our fullest potential! CVO: Matt Griffin – Air and Electrical Services. Treasurer: John Shoop – Vice Chairman – Harbor Community Bank. Secretary: David Leidel – Secretary – Swaine and Leidel. Rob Livingston - Attorney. ontd couples therapySplet28. avg. 1994 · SWAINE, HARRIS & WOHL, P.A. is an Active company incorporated on August 28, 1994 with the registered number P94000064831. This Domestic for Profit company is located at 425 S. COMMERCE AVE., SEBRING, FL, 33870 and has been running for twenty-nine years. There are currently three active principals. ont death certificate