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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
Omar Shaukat (CRD# 7061699) is an Investment Advisor Representative working at Principal Securities, Inc. in Greenville, NC and has over 5 years of experience in the finance industry.
Scott Shook (CRD# 3259088) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, NC and has over 24 years of experience in the finance industry.
Philip Singleton (CRD# 6084058) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 11 years of experience in the finance industry.
Wesley Singleton (CRD# 1045390) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 41 years of experience in the finance industry.
Bret Smith (CRD# 1939876) is an Investment Advisor Representative working at Lincoln Investment in Greenville, NC and has over 28 years of experience in the finance industry. Bret Smith 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.
Daniel Stieh (CRD# 6600570) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greenville, NC and has over 8 years of experience in the finance industry.
Derek Stroud (CRD# 4028986) is an Investment Advisor Representative working at Cps Investment Advisors in Winterville, NC and has over 24 years of experience in the finance industry.
Joshua Sweeley (CRD# 6868029) is an Investment Advisor Representative working at Edward Jones in Winterville, NC and has over 6 years of experience in the finance industry.
James Taunton (CRD# 2111474) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 33 years of experience in the finance industry. James Taunton 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.
Jameson Taunton (CRD# 5897746) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 9 years of experience in the finance industry.