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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
George Pate (CRD# 1305723) is an Investment Advisor Representative working at Symmetry Partners in Ayden, NC and has over 39 years of experience in the finance industry. George Pate 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.
Walter Pate (CRD# 6483849) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 8 years of experience in the finance industry.
Marie Peele (CRD# 4346723) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, NC and has over 23 years of experience in the finance industry. Marie Peele 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.
Gentry Porter (CRD# 1035039) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greenville, NC and has over 38 years of experience in the finance industry.
Patrick Porter (CRD# 4760575) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greenville, NC and has over 20 years of experience in the finance industry.
Robert Powell (CRD# 366772) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greenville, NC and has over 39 years of experience in the finance industry.
Robert Powell (CRD# 4209472) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greenville, NC and has over 23 years of experience in the finance industry.
Jonathan Powers (CRD# 2569866) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 29 years of experience in the finance industry. Jonathan Powers 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.
Denny Purser (CRD# 2341659) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Greenville, NC and has over 31 years of experience in the finance industry. Denny Purser 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.
Diana Rath (CRD# 6080380) is an Investment Advisor Representative working at Credit Union Investment Services in Greenville, NC and has over 11 years of experience in the finance industry.