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Distance Metro area (25 miles)
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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
Jennifer Feraldi (CRD# 5426243) is an Investment Advisor Representative working at Wells Fargo Advisors in Aiken, SC and has over 12 years of experience in the finance industry.
James Foley (CRD# 2086698) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Aiken, SC and has over 33 years of experience in the finance industry. James Foley 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.
Robert Freitas (CRD# 5183154) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Aiken, SC and has over 17 years of experience in the finance industry.
James Gilbert (CRD# 2210111) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Aiken, SC and has over 24 years of experience in the finance industry. James Gilbert 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.
Ronny Hair (CRD# 1658119) is an Investment Advisor Representative working at Palmetto Retirement Specialists, LLC in Aiken, SC and has over 36 years of experience in the finance industry.
Kathryn Hauer (CRD# 6380680) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 9 years of experience in the finance industry. Kathryn Hauer 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.
Patrick Hauer (CRD# 6569959) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 8 years of experience in the finance industry.
Kelby Heydt (CRD# 5878450) is an Investment Advisor Representative working at Edward Jones in Aiken, SC and has over 12 years of experience in the finance industry.
Bruce Hovey (CRD# 4441877) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Aiken, SC and has over 22 years of experience in the finance industry.
Tammy Huckabee (CRD# 2076386) is an Investment Advisor Representative working at Wells Fargo Advisors in Aiken, SC and has over 22 years of experience in the finance industry.