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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
Steven Franke (CRD# 2134616) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 33 years of experience in the finance industry.
Loretta Fredere (CRD# 4152631) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 21 years of experience in the finance industry.
Janice French (CRD# 4360906) is an Investment Advisor Representative working at Timonier in Winston Salem, NC and has over 14 years of experience in the finance industry.
Derek Frosh (CRD# 2669463) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 28 years of experience in the finance industry. Derek Frosh 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.
Paul Fulton (CRD# 2216544) is an Investment Advisor Representative working at Westhampton Capital in Winston Salem, NC and has over 32 years of experience in the finance industry.
Beverly Funderburk (CRD# 2188358) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 32 years of experience in the finance industry.
James Galloway (CRD# 2838960) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winston Salem, NC and has over 27 years of experience in the finance industry.
Christopher Garner (CRD# 5047684) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Winston Salem, NC and has over 16 years of experience in the finance industry. Christopher Garner 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.
David Gilbert (CRD# 1744210) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry.
Thomas Goho (CRD# 5667793) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has 1 year of experience in the finance industry.