-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Serene Cochran (CRD# 6607150) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 8 years of experience in the finance industry.
Seth Cogswell (CRD# 5010120) is an Investment Advisor Representative working at Aspentree Capital Corporation in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Tracy Cohen-Mcluckie (CRD# 1894709) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Cary, NC and has over 35 years of experience in the finance industry.
Victor Colella (CRD# 6592031) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 8 years of experience in the finance industry.
Donna Collins (CRD# 2904387) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 26 years of experience in the finance industry.
Laura Collins (CRD# 5438804) is an Investment Advisor Representative working at Provident Wealth Management in Burlington, NC and has over 16 years of experience in the finance industry.
Matthew Colwell (CRD# 7050723) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 5 years of experience in the finance industry.
Christopher Combs (CRD# 5589960) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 15 years of experience in the finance industry.
Tabitha Concepcion (CRD# 6329804) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chapel Hill, NC and has over 9 years of experience in the finance industry. Tabitha Concepcion 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.
Joseph Cone (CRD# 6246880) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greensboro, NC and has over 10 years of experience in the finance industry.