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Distance Only Chapel Hill, 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
Bret Paterson (CRD# 5964783) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 12 years of experience in the finance industry.
James Patrick (CRD# 3260524) is an Investment Advisor Representative working at Edge Capital Group, LLC in Chapel Hill, NC and has over 11 years of experience in the finance industry.
Martha Petzold (CRD# 6487925) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chapel Hill, NC and has over 8 years of experience in the finance industry. Martha Petzold 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 Peyton Jr. (CRD# 5350605) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chapel Hill, NC and has over 15 years of experience in the finance industry.
William Phelan (CRD# 4207421) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 23 years of experience in the finance industry.
Christy Phillips Strigel (CRD# 2421782) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 26 years of experience in the finance industry.
Matthew Pohlman (CRD# 5653115) is an Investment Advisor Representative working at Resurgent Advisors in Chapel Hill, NC and has over 14 years of experience in the finance industry.
Joe Poran (CRD# 6344092) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 9 years of experience in the finance industry.
Meghan Porter (CRD# 6240604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 8 years of experience in the finance industry.
Richard Rand (CRD# 4811506) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chapel Hill, NC and has over 19 years of experience in the finance industry.