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Distance Only Winston Salem, NC
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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
David Havens (CRD# 2819800) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Winston Salem, NC and has over 27 years of experience in the finance industry.
Lacey Hayes (CRD# 6442192) is an Investment Advisor Representative working at Credit Union Investment Services in Winston Salem, NC and has over 9 years of experience in the finance industry.
Jonathan Haynes (CRD# 2804180) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winston Salem, NC and has over 27 years of experience in the finance industry.
Gerald Haynie (CRD# 2012757) is an Investment Advisor Representative working at Park Avenue Securities LLC in Winston Salem, NC and has over 34 years of experience in the finance industry.
Matthew Hearn (CRD# 4808922) is an Investment Advisor Representative working at Cannon Wealth Management Services in Winston Salem, NC and has over 19 years of experience in the finance industry. Matthew Hearn 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.
William Hege (CRD# 4691633) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 20 years of experience in the finance industry. William Hege 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.
W. Hege Iii (CRD# 825763) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 40 years of experience in the finance industry.
James Helvey (CRD# 5156968) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 12 years of experience in the finance industry.
Mary Henshaw (CRD# 2218277) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winston Salem, NC and has over 32 years of experience in the finance industry.
Angel Herman (CRD# 4147144) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 24 years of experience in the finance industry.