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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
Angela Bodinus (CRD# 6673969) is an Investment Advisor Representative working at Edward Jones in Leland, NC and has over 7 years of experience in the finance industry.
Tracy Dean (CRD# 4221597) is an Investment Advisor Representative working at Edward Jones in Leland, NC and has over 23 years of experience in the finance industry.
Stanley Freifeld (CRD# 2067883) is an Investment Advisor Representative working at Mcmillan Analysis Corporation in Leland, NC and has over 31 years of experience in the finance industry.
Jonathan Tait (CRD# 4208666) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Leland, NC and has over 22 years of experience in the finance industry. Jonathan Tait 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.
Aaron Talley (CRD# 4752158) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Leland, NC and has over 19 years of experience in the finance industry.
Scott Verlangieri (CRD# 4311373) is an Investment Advisor Representative working at Fiori Financial Group in Leland, NC and has over 16 years of experience in the finance industry.
Gregory Zimmer (CRD# 3098136) is an Investment Advisor Representative working at Equitable Advisors, LLC in Leland, NC and has over 25 years of experience in the finance industry.
Lesley Baker (CRD# 7820605) is an Investment Advisor Representative working at Edward Jones in Leland, NC and has 1 year of experience in the finance industry.
Debra Pickett (CRD# 7230937) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Leland, NC and has over 3 years of experience in the finance industry. Debra Pickett 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.
Philip Sparacino (CRD# 2836992) is an Investment Advisor Representative working at Disciplined Portfolio Solutions LLC in Leland, NC and has over 27 years of experience in the finance industry.