-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Ross Roggensack (CRD# 2088668) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has over 33 years of experience in the finance industry.
Kennique Schuetz (CRD# 5537685) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 14 years of experience in the finance industry.
James Simone (CRD# 2598975) is an Investment Advisor Representative working at Advice And Planning Services in Wake Forest, NC and has over 26 years of experience in the finance industry.
Jeffrey Stewart (CRD# 5234577) is an Investment Advisor Representative working at Lucid Wealth Planning LLC in Wake Forest, NC and has over 17 years of experience in the finance industry. Jeffrey Stewart 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 Thalman (CRD# 2468195) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Wake Forest, NC and has over 28 years of experience in the finance industry. Thomas Thalman 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.
Robert Trujillo (CRD# 6150137) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wake Forest, NC and has over 11 years of experience in the finance industry.
David Twiddy (CRD# 1398917) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wake Forest, NC and has over 38 years of experience in the finance industry.
Kevin Veverka (CRD# 5273616) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wake Forest, NC and has over 17 years of experience in the finance industry.
Daniel Ward (CRD# 6627521) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has over 8 years of experience in the finance industry.
Graham Barnes (CRD# 7317401) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 2 years of experience in the finance industry.