![Steve V. Chantler](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. Chantler joined AWM in January of 2005 after 7 years in private practice in Greenville, Delaware.
Prior to that he worked for American Express Financial Advisors for over 13 years.
Mr. Chantler attended Newark High School and the University of Richmond.
A Certified Senior Advisor and Certified Fund Specialist, he has taught financial planning courses at Delaware Technical and Community College and Cecil Community College in Maryland.
He specializes in retirement income and legacy planning.
Precedenti posizioni note di Steve V. Chantler
Società | Posizione | Fine |
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Affinity Wealth Management, Inc.
![]() Affinity Wealth Management, Inc. Investment ManagersFinance Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses. | Gestore di Portafoglio-Azioni | 31/12/2009 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Affinity Wealth Management, Inc.
![]() Affinity Wealth Management, Inc. Investment ManagersFinance Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses. | Finance |
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- Steve V. Chantler