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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
Michelle Robinson (CRD# 6434226) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 8 years of experience in the finance industry. Michelle Robinson 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.
Thomas Rosser (CRD# 4169112) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sanford, NC and has over 24 years of experience in the finance industry.
Shane Sandretto (CRD# 6810777) is an Investment Advisor Representative working at First Command Advisory Services in Fayetteville, NC and has over 6 years of experience in the finance industry.
James Shearin (CRD# 2369120) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 30 years of experience in the finance industry.
Barbara Smith (CRD# 4715429) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 10 years of experience in the finance industry.
Steven Smith (CRD# 5788601) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 12 years of experience in the finance industry.
Steven Smith (CRD# 1871600) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 35 years of experience in the finance industry.
Marcos Soltren (CRD# 2912707) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 21 years of experience in the finance industry.
Mary Spooner Rocca (CRD# 6905243) is an Investment Advisor Representative working at Edward Jones in Southern Pines, NC and has over 6 years of experience in the finance industry.
Johnathan Stephens (CRD# 4567767) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Sanford, NC and has over 21 years of experience in the finance industry.