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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
Jonathan Greeson (CRD# 6503951) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Pikeville, NC and has over 9 years of experience in the finance industry. Jonathan Greeson 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.
Roland Andrews (CRD# 4216809) is an Investment Advisor Representative working at Edward Jones in Snow Hill, NC and has over 23 years of experience in the finance industry.
Mark Anthony (CRD# 2275363) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 31 years of experience in the finance industry.
Tom Bardin (CRD# 736374) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilson, NC and has over 36 years of experience in the finance industry.
Stephanie Batten (CRD# 4429412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 10 years of experience in the finance industry.
Jerri Lynn Batts (CRD# 4289067) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilson, NC and has over 23 years of experience in the finance industry.
Katherine Bellamy (CRD# 2596955) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 13 years of experience in the finance industry.
Larry Blair (CRD# 2256226) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 31 years of experience in the finance industry.
Meagan Bourgeois (CRD# 5940989) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 12 years of experience in the finance industry.
Marvin Brock (CRD# 2975614) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mount Olive, NC and has over 26 years of experience in the finance industry.