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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
Tracy Monk (CRD# 2348100) is an Investment Advisor Representative working at Primerica Advisors in Cove City, NC and has over 30 years of experience in the finance industry.
Ryan Morris (CRD# 6080406) is an Investment Advisor Representative working at Edward Jones in Morehead City, NC and has over 11 years of experience in the finance industry.
Daniel Murphy (CRD# 2835951) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 27 years of experience in the finance industry.
John Noto (CRD# 1522851) is an Investment Advisor Representative working at Noto Capital in New Bern, NC and has over 37 years of experience in the finance industry.
Carlo Oldani (CRD# 2304184) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Morehead City, NC and has over 30 years of experience in the finance industry.
Michael Orr (CRD# 2030648) is an Investment Advisor Representative working at Edward Jones in Beaufort, NC and has over 34 years of experience in the finance industry.
Robert Overman (CRD# 1435768) is an Investment Advisor Representative working at Triad Advisors, LLC in New Bern, NC and has over 38 years of experience in the finance industry.
Kevin Page (CRD# 2665568) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 28 years of experience in the finance industry.
Jessica Palatucci (CRD# 5108125) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Bern, NC and has over 17 years of experience in the finance industry.
Greg Patterson (CRD# 4409270) is an Investment Advisor Representative working at Commonwealth Financial Network in Morehead City, NC and has over 22 years of experience in the finance industry.