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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
Timothy Necaise (CRD# 4204786) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newport, NC and has over 23 years of experience in the finance industry. Timothy Necaise 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.
Michelle Neuhalfen (CRD# 7206531) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in New Bern, NC and has over 3 years of experience in the finance industry.
Hilton O'neal (CRD# 7169151) is an Investment Advisor Representative working at Edward Jones in Beaufort, NC and has over 4 years of experience in the finance industry.
Ashley Paramore (CRD# 6853807) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 4 years of experience in the finance industry.
Heather Retzler (CRD# 6242335) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 2 years of experience in the finance industry.
Noel Rupprecht (CRD# 7647451) is an Investment Advisor Representative working at Commonwealth Financial Network in Morehead City, NC and has 1 year of experience in the finance industry.
Mackenzie Sherrard (CRD# 7313218) is an Investment Advisor Representative working at Commonwealth Financial Network in Morehead City, NC and has over 2 years of experience in the finance industry.
Jordan Silver (CRD# 7357861) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 2 years of experience in the finance industry.
William Slack (CRD# 7409093) is an Investment Advisor Representative working at First Command Advisory Services in Havelock, NC and has 1 year of experience in the finance industry.
Sara Snavely (CRD# 7459842) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Havelock, NC and has over 2 years of experience in the finance industry.