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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
Philip Singleton (CRD# 6084058) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 11 years of experience in the finance industry.
Wesley Singleton (CRD# 1045390) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 41 years of experience in the finance industry.
Bret Smith (CRD# 1939876) is an Investment Advisor Representative working at Lincoln Investment in Greenville, NC and has over 28 years of experience in the finance industry. Bret Smith 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.
Roscoe Speight (CRD# 2225927) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has over 32 years of experience in the finance industry.
Daniel Stieh (CRD# 6600570) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greenville, NC and has over 8 years of experience in the finance industry.
Joycelyn Stokes (CRD# 6364007) is an Investment Advisor Representative working at Credit Union Investment Services in Rocky Mount, NC and has over 8 years of experience in the finance industry.
Wesley Strandberg (CRD# 6137492) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rocky Mount, NC and has over 11 years of experience in the finance industry. Wesley Strandberg 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.
Michael Strickland (CRD# 6556232) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 8 years of experience in the finance industry.
Shanna Strickland (CRD# 5302083) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rocky Mount, NC and has over 14 years of experience in the finance industry.
James Taunton (CRD# 2111474) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 33 years of experience in the finance industry. James Taunton 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.