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Distance Only Norfolk, VA
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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
Gregory Smith (CRD# 1766166) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norfolk, VA and has over 36 years of experience in the finance industry. Gregory Smith 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.
Neal Smith (CRD# 6122596) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Norfolk, VA and has over 11 years of experience in the finance industry.
Carter Steil (CRD# 6246293) is an Investment Advisor Representative working at Principal Securities, Inc. in Norfolk, VA and has over 10 years of experience in the finance industry.
Justin Steil (CRD# 6474604) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Norfolk, VA and has over 8 years of experience in the finance industry.
Edward Stein (CRD# 2280076) is an Investment Advisor Representative working at Eagle Strategies LLC in Norfolk, VA and has over 29 years of experience in the finance industry.
Robert Stevens (CRD# 2470433) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norfolk, VA and has over 30 years of experience in the finance industry.
Robert Sullivan (CRD# 1341663) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 39 years of experience in the finance industry.
Mark Tekamp (CRD# 1056839) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 41 years of experience in the finance industry.
Eric Thompson (CRD# 1233574) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Norfolk, VA and has over 40 years of experience in the finance industry.
Mary Tomlin (CRD# 4462174) is an Investment Advisor Representative working at Tomlin Financial Advisors, Inc. in Norfolk, VA and has over 22 years of experience in the finance industry. Mary Tomlin 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.