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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
Matthew Weissman (CRD# 4731319) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wilmington, NC and has over 12 years of experience in the finance industry. Matthew Weissman 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.
Mara Wessell (CRD# 4396928) is an Investment Advisor Representative working at Edward Jones in Hampstead, NC and has over 22 years of experience in the finance industry.
Josiah Whitten (CRD# 6357031) is an Investment Advisor Representative working at Cg Advisory Services in Hampstead, NC and has over 9 years of experience in the finance industry.
Cynthia Williams (CRD# 2775391) is an Investment Advisor Representative working at Edward Jones in Jacksonville, NC and has over 17 years of experience in the finance industry.
James Williams (CRD# 2634058) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 28 years of experience in the finance industry. James Williams 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.
William Winslow (CRD# 4391433) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wilmington, NC and has over 22 years of experience in the finance industry.
Justin Wolfe (CRD# 3247451) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilmington, NC and has over 24 years of experience in the finance industry.
Trevor Yates (CRD# 6053024) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 11 years of experience in the finance industry.
Douglas Zucker (CRD# 4233849) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, NC and has over 20 years of experience in the finance industry.
Gregory Allen (CRD# 7290300) is an Investment Advisor Representative working at Principal Securities, Inc. in Wrightsville Beach, NC and has over 3 years of experience in the finance industry.