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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
Donna Comer (CRD# 3052709) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Havelock, NC and has over 25 years of experience in the finance industry.
Alexandra Crespi (CRD# 6962919) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bath, NC and has over 3 years of experience in the finance industry.
Kayla Dunnell (CRD# 7430940) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has 1 year of experience in the finance industry.
Bruce Fortin (CRD# 7083790) is an Investment Advisor Representative working at Edward Jones in Havelock, NC and has over 4 years of experience in the finance industry.
Maxwell Greenberg (CRD# 7507775) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 2 years of experience in the finance industry. Maxwell Greenberg 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.
Shannon Hudson (CRD# 7082196) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 4 years of experience in the finance industry.
Caroline Jones (CRD# 7267111) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry. Caroline Jones 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.
Mary Jones (CRD# 1600116) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 7 years of experience in the finance industry.
Charles Knisley (CRD# 7360676) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has 1 year of experience in the finance industry.
Shelly Mallard (CRD# 6339295) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 9 years of experience in the finance industry.