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Distance Only Cary, NC
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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
Roger Elmer (CRD# 4801562) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry. Roger Elmer 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.
Henry Fiumara (CRD# 3250383) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cary, NC and has over 24 years of experience in the finance industry.
Philip Fried (CRD# 1849320) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Cary, NC and has over 28 years of experience in the finance industry. Philip Fried 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 Fruchter (CRD# 1482930) is an Investment Advisor Representative working at Great Plans Capital Management, LLC in Cary, NC and has over 29 years of experience in the finance industry.
Charles Galt (CRD# 2052634) is an Investment Advisor Representative working at Wellness Financial Associates LLC in Cary, NC and has over 33 years of experience in the finance industry.
Thomas Geraghty (CRD# 4348159) is an Investment Advisor Representative working at Dutch Asset Corporation in Cary, NC and has over 24 years of experience in the finance industry. Thomas Geraghty 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.
Matthew Gieszl (CRD# 6614704) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 7 years of experience in the finance industry.
Sean Gilsenan (CRD# 2426535) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Cary, NC and has over 30 years of experience in the finance industry. Sean Gilsenan 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.
Alexander Greene (CRD# 6378771) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cary, NC and has over 9 years of experience in the finance industry.