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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
Stephen Tosi (CRD# 4632046) is an Investment Advisor Representative working at Matson Money, Inc. in High Point, NC and has over 20 years of experience in the finance industry.
Vicky Tsitseras Leonard (CRD# 2521460) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in High Point, NC and has over 27 years of experience in the finance industry.
Victor Valentino-Rodriguez (CRD# 5943425) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in High Point, NC and has over 12 years of experience in the finance industry.
Gary Warren (CRD# 1455202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in High Point, NC and has over 38 years of experience in the finance industry.
Myrna Wigley (CRD# 6368032) is an Investment Advisor Representative working at Edward Jones in High Point, NC and has over 9 years of experience in the finance industry.
Michelle Wilkinson (CRD# 6189133) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 10 years of experience in the finance industry.
Patrick Adams (CRD# 7537603) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has 1 year of experience in the finance industry.
Richard Anderson (CRD# 7160144) is an Investment Advisor Representative working at Edward Jones in High Point, NC and has over 4 years of experience in the finance industry.
Jeffery Cole (CRD# 7450022) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 2 years of experience in the finance industry.
Terry Dennison (CRD# 6294356) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in High Point, NC and has over 3 years of experience in the finance industry.