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Distance Only Greensboro, NC
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Ann Zuraw (CRD# 4906373) has over 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis. She is a Certified Financial Planner, CFP®, Chartered Financial Analyst, CFA® and a Certified Divorce Financial Analyst, CDFA™. She has a strong focus on working with women and families to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives. It has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices.
Ann has an undergraduate degree from the University of North Carolina at Chapel Hill in Business and Speech Communication and a M.B.A. is from the University of California at Berkeley.
CFP Board's Fitness Standards for Candidates and Registrants agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walter Abele (CRD# 6303334) is an Investment Advisor Representative working at Captrust in Greensboro, NC and has over 10 years of experience in the finance industry. Walter Abele has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Benjamin Abitz (CRD# 7033844) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greensboro, NC and has over 5 years of experience in the finance industry. Benjamin Abitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Todd Adams (CRD# 4250936) is an Investment Advisor Representative working at Bass Financial Strategies, Inc. in Greensboro, NC and has over 18 years of experience in the finance industry. Todd Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Aderholdt (CRD# 1673532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 36 years of experience in the finance industry.
William Aderholdt (CRD# 5854063) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 13 years of experience in the finance industry.
Nathan Aldendail (CRD# 6181708) is an Investment Advisor Representative working at Edward Jones in Greensboro, NC and has over 10 years of experience in the finance industry.
Samir Alem (CRD# 2480026) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greensboro, NC and has over 30 years of experience in the finance industry.
Julio Aller (CRD# 2592897) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greensboro, NC and has over 28 years of experience in the finance industry.
Cecelia Anderson (CRD# 4485453) is an Investment Advisor Representative working at Davenport & Company LLC in Greensboro, NC and has over 21 years of experience in the finance industry.