Swaine and leidel wealth services

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August undefined, 2024

Splet12. apr. 2024 · Swaine & Leidel Wealth Services LLC acquired a new stake in Amazon.com in the first quarter valued at about $38,000. Finally, Cowa LLC acquired a new stake in Amazon.com in the third quarter ... SpletSwaine & Leidel Wealth Services LLC Full Contact Details Swaine & Leidel Wealth Services LLC 145 WEST CENTER AVENUE, SEBRING, FL 863-385-1101 863-385-1646 Other Info …

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SpletSwaine & Leidel Wealth Services is a Registered Investment Advisory firm based in Sebring, Florida. Our investment decisions are based on our own research and not dictated by any … Splet08. nov. 2024 · Swaine & Leidel Wealth Services, LLC added to a holding in Invesco S&P 500 Equal Weight ETF by 397.85%. The purchase prices were between $146.08 and $156.82, with an estimated average price of $152.62. The stock is now traded at around $161.530000. The impact to a portfolio due to this purchase was 3.21%. joan london hairstyles images

Swaine & Leidel – An Independent Firm

Splet13. maj 2024 · View differences made from one to another to evaluate Swaine Leidel Wealth Services, Llc's financial trajectory Sample 10-K Year-over-Year (YoY) Comparison Compare this 13F-HR Manager Holdings to its predecessor by reading our highlights to see what text and tables were removed , added and changed by 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 … SpletSwaine & Leidel Wealth Services, Llc ownership in WRK / Westrock Co - 13F, 13D, 13G Filings - Fintel.io. Fintel ... joan littlewood oh what a lovely war

Swaine Leidel Wealth Services, Llc 13F Holdings SEC Filings

Swaine & Leidel Wealth Services - Sebring, FL 33870 - YP.com

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 … 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 in stock free standing tubSpletManagement, Scientific, and Technical Consulting Services Professional, Scientific, and Technical Services Printer Friendly View Address: 145 W Center Ave Sebring, FL, 33870 … joan lofthouse

"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. " - Swaine and leidel wealth services

Swaine and leidel wealth services

Splet29. maj 2012 · SWAINE & LEIDEL WEALTH SERVICES, LLC is an Active company incorporated on May 29, 2012 with the registered number L12000072925. This Florida … SpletFind company research, competitor information, contact details & financial data for Swaine & Leidel Wealth Services, LLC of Sebring, FL. Get the latest business insights from Dun & Bradstreet.

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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 Investment Advisory … SpletSwaine & Leidel Wealth Services is an investment fund managing more than $126 million ran by Leila Shaver. There are currently 50 companies in Mrs. Shaver’s portfolio. The largest investments include Wisdomtree Tr and Unitedhealth Inc , together worth $9.4 million.

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 SpletTop Swaine & Leidel Wealth Services Employees Mary Ford Administrative Assistant. Lorida, Florida, United States View. 1 myway.com; 2 863835XXXX; 863655XXXX; View Similar People ...

SpletThe company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and … SpletName: David Leidel Company: Swaine & Leidel Wealth Services Job title: Partner Country of Residence: United States Precise location: Sebring, Florida Website of the company : sign …

SpletSWAINE & LEIDEL WEALTH SERVICES, LLC Company Number L12000072925 Status Active Incorporation Date 31 May 2012 (over 10 years ago) Company Type Florida Limited Liability Jurisdiction Florida (US) Agent Name ROBERT S SWAINE Agent Address 425 SOUTH COMMERCE AVENUE, SEBRING, FL 33870 Directors / Officers.

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. in stock formal dressesSpletSwaine & Leidel Wealth Services is located in Sebring, Florida, and was founded in 1948. This business is working in the following industry: Finance other. Founded: 1948 in stock furniture mesaSpletSwaine & Leidel Wealth Services was founded by Will Swaine and David Leidel, two financial... 145 W Center Ave, Sebring, FL 33870 instock furniture and homeware hamiltonSpletWe 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. in stock fridge freezerSpletSwaine & Leidel – An Independent Firm 01 About Us 02 Our View About Us The advisors at Swaine & Leidel Wealth Services are Central Florida’s retirement professionals. We … Swaine & Leidel Wealth Services was founded on principles of trust, integrity … Services - Swaine & Leidel – An Independent Firm Contact - Swaine & Leidel – An Independent Firm Our Advisors - Swaine & Leidel – An Independent Firm The advisors at Swaine & Leidel Wealth Services are Central Florida’s retirement … Swaine & Leidel Wealth Services 145 West Center Avenue Sebring, FL 33870 863 … joan long psychologist corkSpletSwaine & Leidel Wealth Services was founded by Will Swaine and David Leidel, two financial... 145 W Center Ave, 美国 Florida Sebring, Florida 33870 joan london net worth 2020SpletSecond 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 … in stock furniture mesa reviews