-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Nicholas Kaplenski (CRD# 5922845) is an Investment Advisor Representative working at Edward Jones in Southport, NC and has over 12 years of experience in the finance industry.
Daniel Kotovsky (CRD# 1444946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southport, NC and has over 38 years of experience in the finance industry. Daniel Kotovsky 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.
John Lawrence (CRD# 4858869) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southport, NC and has over 19 years of experience in the finance industry.
William Mc Keithan (CRD# 2862075) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Southport, NC and has over 27 years of experience in the finance industry. William Mc Keithan 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.
Wanda McGowan (CRD# 5247833) is an Investment Advisor Representative working at Lpl Financial LLC in Southport, NC and has over 16 years of experience in the finance industry.
Emily Poole (CRD# 5966684) is an Investment Advisor Representative working at Credit Union Investment Services in Southport, NC and has over 12 years of experience in the finance industry.
Adam Powell (CRD# 4842874) is an Investment Advisor Representative working at Edward Jones in Southport, NC and has over 19 years of experience in the finance industry.
Hogan Disbrow (CRD# 7249413) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southport, NC and has 1 year of experience in the finance industry.
William Gauldin (CRD# 6971166) is an Investment Advisor Representative working at Equitable Advisors, LLC in Southport, NC and has over 2 years of experience in the finance industry.
Nathanial Hanson (CRD# 7459930) is an Investment Advisor Representative working at Lpl Financial LLC in Southport, NC and has 1 year of experience in the finance industry.