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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
Michael Mumford (CRD# 2242173) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 31 years of experience in the finance industry.
John Nauman (CRD# 501190) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 38 years of experience in the finance industry.
Katie Nestlerode (CRD# 4585556) is an Investment Advisor Representative working at Fisher Investments in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Michele Nettesheim (CRD# 4866891) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 18 years of experience in the finance industry. Michele Nettesheim 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.
William Newcomb (CRD# 5641873) is an Investment Advisor Representative working at Newcomb Financial Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry. William Newcomb 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.
Leah Ogden (CRD# 1083429) is an Investment Advisor Representative working at Morgan Stanley in Chapel Hill, NC and has over 12 years of experience in the finance industry.
Jennifer Oravsky (CRD# 2589211) is an Investment Advisor Representative working at Absher Wealth Management, LLC in Chapel Hill, NC and has over 27 years of experience in the finance industry. Jennifer Oravsky 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.
Kimberley Palladino (CRD# 5726133) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chapel Hill, NC and has over 13 years of experience in the finance industry.
William Parham (CRD# 1798332) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 18 years of experience in the finance industry.
Bonnie Parker (CRD# 2458942) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 24 years of experience in the finance industry.