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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
Caroline Jones (CRD# 7267111) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry. Caroline Jones 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.
Mary Jones (CRD# 1600116) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 7 years of experience in the finance industry.
Charles Knisley (CRD# 7360676) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has 1 year of experience in the finance industry.
Garrett Letchworth (CRD# 7267945) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 3 years of experience in the finance industry.
Harrison Little (CRD# 7708704) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has 1 year of experience in the finance industry.
Shelly Mallard (CRD# 6339295) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 9 years of experience in the finance industry.
Angie Moran (CRD# 5121741) is an Investment Advisor Representative working at Edward Jones in Trent Woods, NC and has 1 year of experience in the finance industry.
Travis Moser (CRD# 4747707) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 20 years of experience in the finance industry. Travis Moser 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.
Michelle Neuhalfen (CRD# 7206531) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in New Bern, NC and has over 3 years of experience in the finance industry.
Ashley Paramore (CRD# 6853807) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 4 years of experience in the finance industry.