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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
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.
Shane Robinson (CRD# 4800896) is an Investment Advisor Representative working at Lincoln Investment in Greenville, NC and has over 19 years of experience in the finance industry.
Matthew Rogers (CRD# 5072619) is an Investment Advisor Representative working at Level Four Advisory Services in La Grange, NC and has over 18 years of experience in the finance industry.
Thomas Rouse (CRD# 4245647) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, NC and has over 23 years of experience in the finance industry. Thomas Rouse 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.
Don Rudolph (CRD# 1743602) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Greenville, NC and has over 29 years of experience in the finance industry.
Mary Sargent (CRD# 5710395) is an Investment Advisor Representative working at Level Four Advisory Services in Wilson, NC and has over 14 years of experience in the finance industry.
Charles Satterwhite (CRD# 1241919) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 40 years of experience in the finance industry.
Waightstill Scales (CRD# 5848853) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greenville, NC and has over 13 years of experience in the finance industry.
Omar Shaukat (CRD# 7061699) is an Investment Advisor Representative working at Principal Securities, Inc. in Greenville, NC and has over 5 years of experience in the finance industry.