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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
Diane Mannino (CRD# 4471463) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 20 years of experience in the finance industry.
Ross Marino (CRD# 1881080) is an Investment Advisor Representative working at Transitus Wealth Partners LLC in Wilmington, NC and has over 35 years of experience in the finance industry. Ross Marino 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.
Haylea Martin (CRD# 6151794) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 11 years of experience in the finance industry.
Kevin May (CRD# 6317586) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 9 years of experience in the finance industry.
Brian McCormack (CRD# 1260843) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wilmington, NC and has over 11 years of experience in the finance industry. Brian McCormack 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.
Diane McNamara (CRD# 4183150) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 19 years of experience in the finance industry.
Katherine Medina (CRD# 5318918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 16 years of experience in the finance industry.
Scott Meyerson (CRD# 2075361) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 29 years of experience in the finance industry.
Charles Mintz (CRD# 5932132) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Wilmington, NC and has over 11 years of experience in the finance industry. Charles Mintz 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.
Charles Mintz (CRD# 730654) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Wilmington, NC and has over 42 years of experience in the finance industry.