-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Melissa Phillippi (CRD# 5169629) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 17 years of experience in the finance industry. Melissa Phillippi 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.
David Pierce (CRD# 5500711) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Wilmington, NC and has over 16 years of experience in the finance industry.
Jerome Pinckney (CRD# 1567053) is an Investment Advisor Representative working at Calton & Associates, Inc. in Wilmington, NC and has over 37 years of experience in the finance industry.
Jerome Pinckney (CRD# 6303219) is an Investment Advisor Representative working at Calton & Associates, Inc. in Wilmington, NC and has over 7 years of experience in the finance industry.
Gregory Pleasants (CRD# 1991846) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 34 years of experience in the finance industry.
Kimberly Poetzscher (CRD# 5114223) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 11 years of experience in the finance industry.
Leslie Price (CRD# 5339504) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 16 years of experience in the finance industry. Leslie Price 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.
James Rackley (CRD# 2964880) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 26 years of experience in the finance industry.
Megan Reeves (CRD# 4357592) is an Investment Advisor Representative working at Edward Jones in Wallace, NC and has over 17 years of experience in the finance industry.
Nicholas Reschly (CRD# 6919649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 5 years of experience in the finance industry.