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Distance Only Charleston, SC
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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
Nicholas Jones (CRD# 5030207) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charleston, SC and has over 15 years of experience in the finance industry. Nicholas Jones 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.
Mary Joseph (CRD# 3019199) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Charleston, SC and has over 23 years of experience in the finance industry.
Stanley Katz (CRD# 1165148) is an Investment Advisor Representative working at Oneseven in Charleston, SC and has over 40 years of experience in the finance industry.
Kerrick Keenan (CRD# 2723259) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charleston, SC and has over 28 years of experience in the finance industry.
Frank Kenan (CRD# 6363858) is an Investment Advisor Representative working at Kd Capital Management, LLC in Charleston, SC and has over 8 years of experience in the finance industry.
Charles Knowlton (CRD# 1016382) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charleston, SC and has over 42 years of experience in the finance industry.
Richard Koster (CRD# 4234630) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Charleston, SC and has over 23 years of experience in the finance industry.
Scott Laney (CRD# 2775088) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charleston, SC and has over 27 years of experience in the finance industry.
Ira Lash (CRD# 1240042) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charleston, SC and has over 39 years of experience in the finance industry.
Catherine Latto (CRD# 1310394) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charleston, SC and has over 38 years of experience in the finance industry. Catherine Latto 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.