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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
Marielena Sloney (CRD# 2441983) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 17 years of experience in the finance industry.
Matthew Smith (CRD# 4808337) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Spartanburg, SC and has over 12 years of experience in the finance industry.
Joshua Spencer (CRD# 6315572) is an Investment Advisor Representative working at Palmetto Private Wealth, LLC in Spartanburg, SC and has over 9 years of experience in the finance industry.
Gary St Angelo (CRD# 724330) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 32 years of experience in the finance industry.
Jeffrey Stanley (CRD# 4803053) is an Investment Advisor Representative working at Edward Jones in Spartanburg, SC and has over 19 years of experience in the finance industry.
Matthew Sumner (CRD# 5546007) is an Investment Advisor Representative working at Lpl Financial LLC in Spartanburg, SC and has over 15 years of experience in the finance industry.
Noel Swain (CRD# 1267522) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Spartanburg, SC and has over 39 years of experience in the finance industry. Noel Swain 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.
James Switzer (CRD# 2083668) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spartanburg, SC and has over 33 years of experience in the finance industry.
David Taylor (CRD# 3238186) is an Investment Advisor Representative working at Mtm Investment Management, LLC in Spartanburg, SC and has over 24 years of experience in the finance industry. David Taylor 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.
Joseph Towson (CRD# 845932) is an Investment Advisor Representative working at Mtm Investment Management, LLC in Spartanburg, SC and has over 43 years of experience in the finance industry.