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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
Gregg Newman (CRD# 2099842) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, SC and has over 33 years of experience in the finance industry.
Michael O'shaughnessey (CRD# 6018682) is an Investment Advisor Representative working at Mml Investors Services, LLC in Chapin, SC and has over 11 years of experience in the finance industry.
Gerry Owen (CRD# 6747843) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Aiken, SC and has over 7 years of experience in the finance industry.
Russell Padgett (CRD# 5404103) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Aiken, SC and has over 16 years of experience in the finance industry.
William Paschal (CRD# 2327724) is an Investment Advisor Representative working at Wells Fargo Advisors in Aiken, SC and has over 30 years of experience in the finance industry. William Paschal 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.
Matthew Perry (CRD# 3183970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chapin, SC and has over 25 years of experience in the finance industry.
Kaarina Plotkin (CRD# 3012250) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, SC and has over 26 years of experience in the finance industry.
James Poole (CRD# 1439175) is an Investment Advisor Representative working at Lpl Financial LLC in Irmo, SC and has over 38 years of experience in the finance industry.
Michael Powers (CRD# 6626917) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Irmo, SC and has over 7 years of experience in the finance industry.
Robert Price (CRD# 6512305) is an Investment Advisor Representative working at Good Life Advisors, LLC in Columbia, SC and has over 8 years of experience in the finance industry.