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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
William Ouzts (CRD# 4996690) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Williamsburg, VA and has over 13 years of experience in the finance industry.
William Ouzts (CRD# 2106255) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Williamsburg, VA and has over 33 years of experience in the finance industry.
Amy Paschold (CRD# 2713281) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 26 years of experience in the finance industry.
Sherri Petefish (CRD# 3137889) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 22 years of experience in the finance industry.
Richard Pietsch (CRD# 5270466) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 17 years of experience in the finance industry.
Edward Pittman (CRD# 1366712) is an Investment Advisor Representative working at Osaic Institutions, Inc. in White Stone, VA and has over 38 years of experience in the finance industry.
Iris Porush (CRD# 4504400) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 21 years of experience in the finance industry.
Sheila Powers (CRD# 4746657) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Williamsburg, VA and has over 20 years of experience in the finance industry.
Thomas Ptachick (CRD# 5786948) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 10 years of experience in the finance industry. Thomas Ptachick 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.
Deann Rinehart (CRD# 4213087) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Williamsburg, VA and has over 23 years of experience in the finance industry.