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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
Jeffrey Cedarholm (CRD# 4581070) is an Investment Advisor Representative working at Longview Financial Advisors, Inc. in Gadsden, AL and has over 18 years of experience in the finance industry. Jeffrey Cedarholm 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.
Kerry Chatham (CRD# 3211955) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Guntersville, AL and has over 18 years of experience in the finance industry. Kerry Chatham 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.
Velda Eugenias (CRD# 2290078) is an Investment Advisor Representative working at Eugenias Advisory Group, LLC in Gadsden, AL and has over 25 years of experience in the finance industry. Velda Eugenias 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.
Andrew Ferguson (CRD# 4005238) is an Investment Advisor Representative working at Gateway Wealth Management, LLC in Guntersville, AL and has over 18 years of experience in the finance industry. Andrew Ferguson 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.
Michael Lewis (CRD# 1979006) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Guntersville, AL and has over 28 years of experience in the finance industry. Michael Lewis 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.
Steven Smiley (CRD# 1896621) is an Investment Advisor Representative working at Nationwide Securities, LLC in Albertville, AL and has over 18 years of experience in the finance industry.
Robert Starzl (CRD# 2662893) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Gadsden, AL and has over 21 years of experience in the finance industry. Robert Starzl 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 Barcomb (CRD# 5007083) is an Investment Advisor Representative working at Edward Jones in Southside, AL and has over 12 years of experience in the finance industry.
Aaron Belgard (CRD# 2214997) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Guntersville, AL and has over 26 years of experience in the finance industry.
Beverly Boatwright (CRD# 2611048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gadsden, AL and has over 14 years of experience in the finance industry.