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Financial Analyst Jobs Leesburg FL

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David Nestrick
FirsTrust, LLC
(352) 753-8589
1576 Bell Cruz Drive #332
The Villages, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Socially Responsible Investments, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Dr. Patricia S. Isaacson, CFP®
(352) 787-0300
805 E Dixie Ave
Leesburg, FL
Firm
Linsco/Private Ledger

Data Provided By:
Mr. Randall G. West, CFP®
(352) 307-3353
11962 County Road 101 Ste 303
The Villages, FL
Firm
ING Financial Partners

Data Provided By:
Ms. Mary S. Lamoreaux, CFP®
1200 E Alfred St
Tavares, FL
Firm
Transamerica Financial Advisors, Inc.

Data Provided By:
Mr. Brownlie E. Graham, CFP®
(585) 766-2912
17366 SE 78th Harmony Cir
The Villages, FL
Firm
Graham Financial Services
Areas of Specialization
Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. William C. Collins, CFP®
(352) 728-6789
1031 W Magnolia St
Leesburg, FL
Firm
Collins Financial Planning, In

Data Provided By:
Mark L Dickerson, CFP®
(352) 430-3083
11714 NE 62nd Ter Ste 100
The Villages, FL
Firm
Cebert Wealth Management Group, Inc.
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Retirement Planning, Wealth Management, Women's Finances
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Glenn Little Iii, CFP®
(352) 516-9233
PO Box 545
Tavares, FL
Firm
Glenn Little III

Data Provided By:
Mr. Thomas H. Ruggie, CFP®
(352) 343-2700
2100 Lake Eustis Drive
Tavares, FL
Firm
Ruggie Wealth Management
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $1,000,001 or more

Profession: Business Executives

Data Provided By:
Mr. William C. Schaidt, CFP®
(352) 391-1008
339 Odyssey Place
The Villages, FL
Firm
Focused Financial Planning LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
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Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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