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Distance Only New Bern, 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
Deborah Tayloe (CRD# 4645918) is an Investment Advisor Representative working at Tayloe Financial Services, LLC in New Bern, NC and has over 21 years of experience in the finance industry. Deborah Tayloe 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.
Madeline Valente (CRD# 5497525) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 18 years of experience in the finance industry. Madeline Valente 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.
Taylor Whitford (CRD# 5328149) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 16 years of experience in the finance industry.
Michael Wille (CRD# 4918368) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 18 years of experience in the finance industry.
Hovey Aiken (CRD# 1227796) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 40 years of experience in the finance industry.
Ashley Carpenter (CRD# 7722032) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has 1 year of experience in the finance industry.
Kayla Goins (CRD# 7430940) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has 1 year of experience in the finance industry.
Maxwell Greenberg (CRD# 7507775) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 2 years of experience in the finance industry. Maxwell Greenberg 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.
Shannon Hudson (CRD# 7082196) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 4 years of experience in the finance industry.
Caroline Jones (CRD# 7267111) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry. Caroline Jones 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.