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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
Andrew Kernich (CRD# 7597871) is an Investment Advisor Representative working at Cuso Financial Services in North Charleston, SC and has 1 year of experience in the finance industry.
Nicole Luciano (CRD# 7812630) is an Investment Advisor Representative working at Equitable Advisors, LLC in North Charleston, SC and has 1 year of experience in the finance industry.
Jeffrey Malott (CRD# 7205658) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in North Charleston, SC and has over 3 years of experience in the finance industry.
Oran McClellan (CRD# 7548719) is an Investment Advisor Representative working at First Command Advisory Services in North Charleston, SC and has 1 year of experience in the finance industry.
Rebecca Meister (CRD# 7150466) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in North Charleston, SC and has over 4 years of experience in the finance industry.
Martin Sergi (CRD# 7377857) is an Investment Advisor Representative working at Strategic Blueprint, LLC in North Charleston, SC and has 1 year of experience in the finance industry. Martin Sergi 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.
Micheal Stuckey (CRD# 7349650) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Charleston, SC and has over 2 years of experience in the finance industry.
Kathryne Wigley (CRD# 7322577) is an Investment Advisor Representative working at Primerica Advisors in North Charleston, SC and has over 3 years of experience in the finance industry.
Jacob Hermans (CRD# 4933448) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mount Pleasant, SC and has over 18 years of experience in the finance industry. Jacob Hermans 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.
Clayton Abel (CRD# 5938137) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 12 years of experience in the finance industry. Clayton Abel 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.