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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
Tammy Sartain (CRD# 5980032) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Clemson, SC and has over 8 years of experience in the finance industry.
Jeffrey Schnee (CRD# 1176174) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glenville, NC and has over 40 years of experience in the finance industry.
Daryl Shankland (CRD# 735632) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Hendersonville, NC and has over 42 years of experience in the finance industry.
Sandra Shaw (CRD# 3191801) is an Investment Advisor Representative working at Edward Jones in Hendersonville, NC and has over 15 years of experience in the finance industry.
Andrew Sheriff (CRD# 6786963) is an Investment Advisor Representative working at Wells Fargo Advisors in Clemson, SC and has over 6 years of experience in the finance industry.
David Smith (CRD# 2303443) is an Investment Advisor Representative working at Thomas Smith And Associates, Inc. in Seneca, SC and has over 31 years of experience in the finance industry.
Thomas Smith (CRD# 2057582) is an Investment Advisor Representative working at Thomas Smith And Associates, Inc. in Seneca, SC and has over 33 years of experience in the finance industry.
Justin Souma (CRD# 4826460) is an Investment Advisor Representative working at Lpl Financial LLC in Highlands, NC and has over 19 years of experience in the finance industry. Justin Souma 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.
Kimberly Sparks (CRD# 2748868) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Piedmont, SC and has over 27 years of experience in the finance industry.
Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at Bison Wealth, LLC in Brevard, NC and has over 27 years of experience in the finance industry. Dean St. Marie 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.