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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
Joseph Pessetto (CRD# 3083013) is an Investment Advisor Representative working at Cypress Capital Advisors, LLC in Raleigh, NC and has over 25 years of experience in the finance industry.
Gregory Pittenger (CRD# 4868251) is an Investment Advisor Representative working at Principal Asset Management in Raleigh, NC and has over 19 years of experience in the finance industry.
Johnathan Pulleyn (CRD# 5326395) is an Investment Advisor Representative working at Lpl Financial LLC in Clayton, NC and has over 16 years of experience in the finance industry. Johnathan Pulleyn 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.
Joanna Ransom (CRD# 6728164) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Clayton, NC and has over 7 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.
Brian Rothert (CRD# 5295610) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Knightdale, NC and has over 17 years of experience in the finance industry.
Shane Russell (CRD# 7006265) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 5 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.
Jordan Senter (CRD# 6446745) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Raleigh, NC and has over 8 years of experience in the finance industry.
Eugene Smith (CRD# 1003466) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Goldsboro, NC and has over 42 years of experience in the finance industry.