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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
Michael Kuehn (CRD# 5241951) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 17 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.
Michael Laubinger (CRD# 4664016) is an Investment Advisor Representative working at Victoria Capital Management, Inc. in Charleston, SC and has over 14 years of experience in the finance industry.
Prior to joining Victoria Capital Management, he spent 9 years with Charles Schwab & Co. as VP Financial Consultant serving high net worth families in Charlotte, North Carolina. His career began in Boston in 2003 as a financial advisor where he focused on financial planning and wealth management. He also holds his Series 7, 24 and 66 license.
Lisa Layne (CRD# 4247579) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charleston, SC and has over 23 years of experience in the finance industry.
Tracie Legg (CRD# 2623160) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charleston, SC and has over 27 years of experience in the finance industry.
Jesse Lempesis (CRD# 4715965) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charleston, SC and has over 19 years of experience in the finance industry.
William Little (CRD# 4758471) is an Investment Advisor Representative working at Tandem Investment Advisors Inc. in Charleston, SC and has over 20 years of experience in the finance industry.
Stephen Loderick (CRD# 6247877) is an Investment Advisor Representative working at Arsenal 401k Advisors in Bluffton, SC and has over 9 years of experience in the finance industry.