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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
Mary Jones (CRD# 1600116) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 7 years of experience in the finance industry.
Charles Knisley (CRD# 7360676) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has 1 year of experience in the finance industry.
Shelly Mallard (CRD# 6339295) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 9 years of experience in the finance industry.
Travis Moser (CRD# 4747707) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 20 years of experience in the finance industry. Travis Moser 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.
Johanna Mussro (CRD# 6336821) 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.
Michelle Neuhalfen (CRD# 7206531) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in New Bern, NC and has over 3 years of experience in the finance industry.
Ashley Paramore (CRD# 6853807) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 4 years of experience in the finance industry.
Heather Retzler (CRD# 6242335) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 2 years of experience in the finance industry.
Jordan Silver (CRD# 7357861) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 2 years of experience in the finance industry.
Molly Sutz (CRD# 6703502) 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. Molly Sutz 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.