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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
Victor Sze (CRD# 3089381) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Suwanee, GA and has over 25 years of experience in the finance industry.
Mark Tabak (CRD# 2185118) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Suwanee, GA and has over 32 years of experience in the finance industry.
Kenneth Trinklein (CRD# 2926046) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Suwanee, GA and has over 26 years of experience in the finance industry.
Dewitt Weaver (CRD# 2731666) is an Investment Advisor Representative working at Weaver Capital Management, LLC in Suwanee, GA and has over 27 years of experience in the finance industry. Dewitt Weaver 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.
Charles White (CRD# 4397541) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Suwanee, GA and has over 22 years of experience in the finance industry.
Jeffrey Wilson (CRD# 5112365) is an Investment Advisor Representative working at Wilson Financial Group, LLC in Suwanee, GA and has over 17 years of experience in the finance industry. Jeffrey Wilson 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.
Edward Wise (CRD# 2145587) is an Investment Advisor Representative working at Triad Advisors, LLC in Suwanee, GA and has over 32 years of experience in the finance industry. Edward Wise 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.
Steven Wykoff (CRD# 4944681) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has over 18 years of experience in the finance industry. Steven Wykoff 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.
Grace Aufleger (CRD# 7038267) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Suwanee, GA and has 1 year of experience in the finance industry.