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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
Gene Potes (CRD# 6266114) is an Investment Advisor Representative working at Premier Wealth Partners, LLC in Charleston, SC and has over 10 years of experience in the finance industry.
Helen Pratt-Thomas (CRD# 4807855) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 19 years of experience in the finance industry.
Jane Prevost (CRD# 6089460) is an Investment Advisor Representative working at Synovus Securities, Inc. in Charleston, SC and has over 11 years of experience in the finance industry.
William Prewitt (CRD# 1080362) is an Investment Advisor Representative working at Charleston Financial Advisors, LLC in Charleston, SC and has 1 year of experience in the finance industry. William Prewitt 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.
Allan Proske (CRD# 6493594) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 5 years of experience in the finance industry. Allan Proske 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.
Michael Prus (CRD# 2139523) is an Investment Advisor Representative working at Mgp Capital Management, Inc. in Charleston, SC and has over 24 years of experience in the finance industry.
George Rabon (CRD# 6360046) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 9 years of experience in the finance industry.
William Rader (CRD# 6143514) is an Investment Advisor Representative working at Edward Jones in Charleston, SC and has over 10 years of experience in the finance industry.
George Ramsay (CRD# 7093448) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has over 5 years of experience in the finance industry.
Donald Rhodes (CRD# 6110187) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, SC and has over 11 years of experience in the finance industry.