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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
Jonathan Nelson (CRD# 7180038) is an Investment Advisor Representative working at Credit Union Investment Services in Washington, NC and has over 4 years of experience in the finance industry.
Michelle Neuhalfen (CRD# 7206531) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in New Bern, NC and has over 3 years of experience in the finance industry.
Jonathon Oliver (CRD# 7787598) is an Investment Advisor Representative working at Edward Jones in Washington, NC and has 1 year of experience in the finance industry.
Ashley Paramore (CRD# 6853807) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 4 years of experience in the finance industry.
George Pate Iii (CRD# 7164939) is an Investment Advisor Representative working at The Journeys Group, Inc. in Ayden, NC and has over 4 years of experience in the finance industry. George Pate Iii 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.
Heather Retzler (CRD# 6242335) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 2 years of experience in the finance industry.
Boman Richardson (CRD# 5209985) is an Investment Advisor Representative working at Credit Union Investment Services in Kinston, NC and has over 17 years of experience in the finance industry.
Jordan Silver (CRD# 7357861) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 2 years of experience in the finance industry.
William Slack (CRD# 7409093) is an Investment Advisor Representative working at First Command Advisory Services in Havelock, NC and has 1 year of experience in the finance industry.
Sara Snavely (CRD# 7459842) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Havelock, NC and has over 2 years of experience in the finance industry.