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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
Melissa Myers (CRD# 4380455) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Hilton Head Island, SC and has over 22 years of experience in the finance industry.
Michelle Myhre (CRD# 3024239) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 26 years of experience in the finance industry. Michelle Myhre 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.
Ronald Niclas (CRD# 2247683) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hilton Head Island, SC and has over 31 years of experience in the finance industry. Ronald Niclas 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.
Michael Nix (CRD# 2627320) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 28 years of experience in the finance industry.
James William Nolte (CRD# 4612787) is an Investment Advisor Representative working at Edward Jones in Walterboro, SC and has over 21 years of experience in the finance industry.
Allen Oechsner (CRD# 2520302) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Bluffton, SC and has over 29 years of experience in the finance industry.
Randall Otto (CRD# 2944154) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bluffton, SC and has over 26 years of experience in the finance industry.
Windy Peavey (CRD# 3013884) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has over 26 years of experience in the finance industry.
Gabriel Penfield (CRD# 4672149) is an Investment Advisor Representative working at Lpl Financial LLC in Okatie, SC and has over 15 years of experience in the finance industry.
Arthur Randall (CRD# 1246969) is an Investment Advisor Representative working at Strategic Investment Solutions, LLC in Bluffton, SC and has over 39 years of experience in the finance industry.