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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
Mathew Hopkins (CRD# 7616103) is an Investment Advisor Representative working at Credit Union Investment Services in Greenville, NC and has 1 year of experience in the finance industry.
Robert Hough (CRD# 7735413) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has 1 year of experience in the finance industry.
Robert Howell (CRD# 7822372) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has 1 year of experience in the finance industry.
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.
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.
Jonathan Nelson (CRD# 7180038) is an Investment Advisor Representative working at Credit Union Investment Services in Washington, NC and has over 4 years of experience in the finance industry.
Jonathon Oliver (CRD# 7787598) is an Investment Advisor Representative working at Edward Jones in Washington, NC and has 1 year 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.
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.