Swaine and leidel wealth services

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August undefined, 2024

SpletRADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. SpletGeorge D. Leidel CRD#: 3074851 145 West Center Avenue, Sebring, FL 33870 George Leidel (CRD# 3074851) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 19 years of experience in the finance industry. 3 John W. Swaine CRD#: 4072112 145 West Center Avenue, Sebring, FL 33870

First Command Bank Cuts Stock Holdings in Amazon.com, Inc.

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 … 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 ... college at 40

Amazon.com, Inc. (NASDAQ:AMZN) Shares Sold by WealthOne LLC

Splet28. 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. SpletSwaine & Leidel Wealth Services, Llc ownership in WRK / Westrock Co - 13F, 13D, 13G Filings - Fintel.io. Fintel ... SpletSwaine & Leidel Wealth Services, LLC is incorporated in the state of Florida. For financial reporting, their fiscal year ends on December 31st. This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Swaine & Leidel Wealth Services, LLC. ... dr paparo ft wayne

EP 14: David Leidel: Investing Myths vs. Facts. Audio Length: 39:44

Swaine & Leidel Wealth Services - 首頁

SpletThe company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and … 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, … dr papathanassiou schwerteSplet1 review of Swaine & Leidel Wealth Services "The knowledge and dedication of Mr. Leidel made a difference in my quality of life for many years to come. Knowledge is power and he is gifted with knowledge, … dr papatheofanis scripps

"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%. " - Swaine and leidel wealth services

Swaine and leidel wealth services

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

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? 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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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. 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.

SpletYesterday marked the 5th year anniversary of Swaine & Leidel Wealth Services! Thank you to all of our clients, staff and friends for supporting us over the past 5 years!

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 … 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 …

SpletWe 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.

Splet11. apr. 2024 · Laurel Wealth Planning LLC now owns 320 shares of the e-commerce giant’s stock worth $34,000 after buying an additional 304 shares during the last quarter. Swaine & Leidel Wealth Services LLC ... college at brockport car insuranceSpletFound 2 colleagues at Swaine & Leidel Wealth Services. There are 11 other people named Will Swaine on AllPeople. Find more info on AllPeople about Will Swaine and Swaine & … college athlete ambassadorSpletSwaine & Leidel Wealth Services Lakeland, Florida, United States. 1K followers 500+ connections. Join to view profile Auburn University … dr papathomas bellmoreSplet29. maj 2012 · SWAINE & LEIDEL WEALTH SERVICES, LLC is an Active company incorporated on May 29, 2012 with the registered number L12000072925. This Florida … dr papaxanthosSpletSwaine & 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 … dr papasavvas brighton rheumatologySpletSwaine & Leidel Wealth Services, LLC CIK # 0001741677: EDGAR Form CIK 2011 - 2024; 13F-HR dr papatheodorouSplet13. apr. 2024 · Laurel Wealth Planning LLC now owns 320 shares of the e-commerce giant’s stock valued at $34,000 after acquiring an additional 304 shares in the last quarter. Swaine & Leidel Wealth Services LLC ... dr papathomas montage