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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
Caleb Jarman (CRD# 7573957) is an Investment Advisor Representative working at Credit Union Investment Services in Winterville, NC and has 1 year of experience in the finance industry.
Cory Kennedy (CRD# 5288907) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenville, NC and has over 16 years of experience in the finance industry.
Brooks Lindblad (CRD# 6387083) is an Investment Advisor Representative working at Gradient Advisors, LLC in Winterville, NC and has over 9 years of experience in the finance industry.
Jesse Navarrete (CRD# 6596556) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Greenville, NC and has over 7 years of experience in the finance industry.
Adam Osterbur (CRD# 5979337) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 12 years of experience in the finance industry.
George Pate Iii (CRD# 7164939) is an Investment Advisor Representative working at The Journeys Group, Inc. in Ayden, NC and has over 4 years of experience in the finance industry. George Pate Iii 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.
Derek Pszenny (CRD# 2951968) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 26 years of experience in the finance industry.
Bynum Satterwhite (CRD# 7062302) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has 1 year of experience in the finance industry.
Timothy Sawyer (CRD# 6473891) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenville, NC and has over 8 years of experience in the finance industry.
Kathleen Shepherd (CRD# 7722937) is an Investment Advisor Representative working at Lincoln Investment in Greenville, NC and has 1 year of experience in the finance industry.