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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
Charles Roe (CRD# 2279971) is an Investment Advisor Representative working at Commonwealth Financial Network in Durham, NC and has over 31 years of experience in the finance industry. Charles Roe 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.
Amber Roemmich (CRD# 6747076) is an Investment Advisor Representative working at Credit Union Investment Services in Durham, NC and has over 7 years of experience in the finance industry.
Daniel Rooker (CRD# 6121324) is an Investment Advisor Representative working at Slp Wealth in Durham, NC and has over 10 years of experience in the finance industry. Daniel Rooker 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 Ruffing (CRD# 2864005) is an Investment Advisor Representative working at Integrated Wealthcare, LLC in Durham, NC and has over 27 years of experience in the finance industry.
Kathleen Scharl (CRD# 707179) is an Investment Advisor Representative working at Scharl Advisory Services, Inc. in Durham, NC and has over 40 years of experience in the finance industry. Kathleen Scharl 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.
Hans Scheil (CRD# 3003556) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Durham, NC and has over 26 years of experience in the finance industry. Hans Scheil 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.
Kevin Scott (CRD# 5790815) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 12 years of experience in the finance industry.
Elizabeth Scupin (CRD# 4879932) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 16 years of experience in the finance industry. Elizabeth Scupin 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.
Nicholas Seligman (CRD# 6149940) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 11 years of experience in the finance industry.
Brian Senatore (CRD# 2642943) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 19 years of experience in the finance industry.