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Swaine and leidel wealth services

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 … 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;

Swaine & Leidel Wealth Service - GuruFocus.com

SpletLatest statistics and disclosures from Swaine & Leidel Wealth Services's latest quarterly 13F-HR filing: Top 5 stock holdings are DGS , UNH , UGI , SPY , ABBV , and represent 17.07% of Swaine & Leidel Wealth Services's stock portfolio. Added to shares of these 10 stocks: DGS , UNH , SPY , ADP , WEC , MRK , VZ , FAF , SCCO , IMCG . 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. ... norman ok armed forces reserve center address https://thomasenterprisese.com

DAVID LEIDEL , Partner, Swaine & Leidel Wealth Services

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. SpletManagement, Scientific, and Technical Consulting Services Professional, Scientific, and Technical Services Printer Friendly View Address: 145 W Center Ave Sebring, FL, 33870 … 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 … how to remove the recycle bin icon

Swaine & Leidel Wealth Services, LLC - Client Reviews & Ratings

Category:Swaine and Leidel Wealth Services Sebring, FL 33870 863-385 …

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Swaine and leidel wealth services

Swaine & Leidel – An Independent Firm

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. Splet1 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, patience, and true concern for all. I came to him with serious and complex tax liabilities. He charged one price to advocate for me and never asked for …

Swaine and leidel wealth services

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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 Splet08. apr. 2024 · Swaine & Leidel Wealth Services LLC purchased a new stake in Amazon.com during the first quarter valued at $38,000. Finally, Cowa LLC bought a new position in shares of Amazon.com in the 3rd ...

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 was founded by Will Swaine and David Leidel, two financial... 145 W Center Ave, Sebring, FL, US 33870

SpletSwaine & Leidel Wealth Services, LLC: Address: 145 WEST CENTER AVENUE: SEBRING, FL 33870: Form 13F File Number: 028-19435: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true ... 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 …

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 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 … how to remove the red lightSplet11. 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 ... how to remove the ring for the schlage lnorman of cheersSpletSwaine & 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 … how to remove the red underline in wordSplet28. 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. norman ok fatality car accidentSpletSwaine & 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. norman ok 7 day weatherSpletSecond 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 … norman ok building code