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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
Anna Malia (CRD# 6942114) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 5 years of experience in the finance industry.
Jenny Martin (CRD# 4972099) is an Investment Advisor Representative working at Edward Jones in Waynesville, NC and has over 7 years of experience in the finance industry.
Sascha Mathis (CRD# 4266239) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 21 years of experience in the finance industry.
Donald McClellan (CRD# 4086700) is an Investment Advisor Representative working at Covenant Investment Solutions LLC in Highlands, NC and has over 24 years of experience in the finance industry.
Emily McCurry (CRD# 6178870) is an Investment Advisor Representative working at Edward Jones in Waynesville, NC and has over 6 years of experience in the finance industry.
David Mitchell (CRD# 4504882) is an Investment Advisor Representative working at Edward Jones in Easley, SC and has over 22 years of experience in the finance industry.
Julie Mullikin (CRD# 5098735) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Easley, SC and has over 18 years of experience in the finance industry. Julie Mullikin 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.
Jeffrey Muri (CRD# 5477414) is an Investment Advisor Representative working at Lpl Financial LLC in Waynesville, NC and has over 16 years of experience in the finance industry.
Bryan Neill (CRD# 5994746) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 12 years of experience in the finance industry.
Peter Niemczyk (CRD# 4354478) is an Investment Advisor Representative working at Lpl Financial LLC in Fletcher, NC and has over 19 years of experience in the finance industry. Peter Niemczyk 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.