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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
Henry Kahen (CRD# 1256146) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Morehead City, NC and has over 39 years of experience in the finance industry.
James Kraft (CRD# 2053137) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Morehead City, NC and has over 33 years of experience in the finance industry.
Jennifer Mann (CRD# 4280556) is an Investment Advisor Representative working at Merit Financial Advisors in Morehead City, NC and has over 22 years of experience in the finance industry.
Cheryl Mansfield (CRD# 2553073) is an Investment Advisor Representative working at Edward Jones in Morehead City, NC and has over 11 years of experience in the finance industry.
Geoffrey McLawhorn (CRD# 5744854) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Bern, NC and has over 13 years of experience in the finance industry.
Paul Melson (CRD# 4670659) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Bern, NC and has over 20 years of experience in the finance industry.
Ryan Morris (CRD# 6080406) is an Investment Advisor Representative working at Edward Jones in Morehead City, NC and has over 11 years of experience in the finance industry.
James Mosher (CRD# 7068224) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has 1 year of experience in the finance industry. James Mosher 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.
Daniel Murphy (CRD# 2835951) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 27 years of experience in the finance industry.
Kayley Neri (CRD# 6762443) is an Investment Advisor Representative working at First Command Advisory Services in Havelock, NC and has over 6 years of experience in the finance industry.