Rita Eileen Stikelether
Plus aucun poste en cours
Profil
Ms. Rita E.
Stikelether, CPA, is a Financial Advisor at HBK Sorce Advisory LLC.
She joined the firm in 2009.
She has years of experience in financial planning and investment management and is very involved with many community endeavors in the Fort Pierce/St. Lucie greater region.
Prior to joining the firms, Ms. Stikelether was President of Stikelether & Associates, P.A.
She spends significant time consulting with clients and developing strategies for Social Security and retirement planning.
Ms. Stikelether earned an Associate in Arts Degree from Indian River State College and a Bachelor of Science Degree in Business Administration from the University of Georgia.
She is a Certified Public Accountant/Personal Financial Specialist.
She is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
Anciens postes connus de Rita Eileen Stikelether
| Sociétés | Poste | Fin |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/10/2019 |
| Stikelether & Associates PA | President | 31/12/2008 |
Formation de Rita Eileen Stikelether
| University of Georgia | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
| Stikelether & Associates PA | Commercial Services |