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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
Darlene Scoggins (CRD# 5826859) is an Investment Advisor Representative working at Credit Union Investment Services in Cary, NC and has over 13 years of experience in the finance industry.
Elizabeth Scupin (CRD# 4879932) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 16 years of experience in the finance industry. Elizabeth Scupin 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.
Sanjay Shah (CRD# 6003250) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cary, NC and has over 12 years of experience in the finance industry. Sanjay Shah 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.
Melanie Shaw (CRD# 1576729) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cary, NC and has over 35 years of experience in the finance industry.
Steven Siegel (CRD# 4612457) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cary, NC and has over 21 years of experience in the finance industry.
Phillip Sielatycki (CRD# 3095018) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cary, NC and has over 25 years of experience in the finance industry.
Stephen Simpson (CRD# 3110508) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 8 years of experience in the finance industry.
Caroline Sinclair (CRD# 1093777) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cary, NC and has over 18 years of experience in the finance industry.
Allen Smith (CRD# 717495) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Cary, NC and has over 25 years of experience in the finance industry.
James Sotell (CRD# 1983050) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Cary, NC and has over 34 years of experience in the finance industry.