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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
Peter Nelson (CRD# 5291361) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hickory, NC and has over 16 years of experience in the finance industry.
Andrew Osborne (CRD# 4422054) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gastonia, NC and has over 22 years of experience in the finance industry.
Timothy Paschall (CRD# 2180346) is an Investment Advisor Representative working at Wms Advisors, LLC in Gastonia, NC and has over 32 years of experience in the finance industry. Timothy Paschall 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 Payne (CRD# 5500704) is an Investment Advisor Representative working at Edward Jones in Denver, NC and has over 15 years of experience in the finance industry.
Norman Perkins (CRD# 6924633) is an Investment Advisor Representative working at Edward Jones in Stanley, NC and has over 5 years of experience in the finance industry.
Eileen Perrin (CRD# 6549655) is an Investment Advisor Representative working at First Command Advisory Services in Charlotte, NC and has over 8 years of experience in the finance industry. Eileen Perrin 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.
Jeffery Peschel (CRD# 4972783) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hickory, NC and has over 18 years of experience in the finance industry.
Brendan Petty (CRD# 5793181) is an Investment Advisor Representative working at Mml Investors Services, LLC in Gastonia, NC and has over 13 years of experience in the finance industry.
Robert Pitt (CRD# 1155978) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shelby, NC and has over 40 years of experience in the finance industry.
Alessandro Price (CRD# 4028935) is an Investment Advisor Representative working at Edward Jones in Belmont, NC and has over 24 years of experience in the finance industry.