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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
Thomas Meek (CRD# 7434576) is an Investment Advisor Representative working at Pandowealth. LLC in Peachtree City, GA and has over 3 years of experience in the finance industry.
Shana Momin (CRD# 7589360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peachtree City, GA and has 1 year of experience in the finance industry.
Monserrat Morgan (CRD# 7073825) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peachtree City, GA and has 1 year of experience in the finance industry.
Dianne Niblett (CRD# 4089790) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peachtree City, GA and has over 23 years of experience in the finance industry.
Madison Nixon (CRD# 6442325) is an Investment Advisor Representative working at Edward Jones in Peachtree City, GA and has over 4 years of experience in the finance industry.
Jay Page (CRD# 7285795) is an Investment Advisor Representative working at Olsen Family Financial, LLC in Peachtree City, GA and has over 3 years of experience in the finance industry.
Christopher Peurifoy (CRD# 7210426) is an Investment Advisor Representative working at Edward Jones in Peachtree City, GA and has over 4 years of experience in the finance industry.
Gregory Plunkett (CRD# 7210416) is an Investment Advisor Representative working at Pandowealth. LLC in Peachtree City, GA and has over 3 years of experience in the finance industry.
Olivia Ravenscroft (CRD# 6737182) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Peachtree City, GA and has over 7 years of experience in the finance industry.
Preston Sharpe (CRD# 6928149) is an Investment Advisor Representative working at Derbend Asset Management in Peachtree City, GA and has over 5 years of experience in the finance industry. Preston Sharpe 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.