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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
Nicholas Ruggiero (CRD# 7279813) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Woodstock, GA and has 1 year of experience in the finance industry.
Kevin Scott (CRD# 5604028) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Woodstock, GA and has over 15 years of experience in the finance industry.
Kevin Sechrist (CRD# 7667800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodstock, GA and has 1 year of experience in the finance industry.
Nicole Sheriff (CRD# 5880068) is an Investment Advisor Representative working at Edward Jones in Woodstock, GA and has over 2 years of experience in the finance industry.
Sarah Slater (CRD# 6770443) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodstock, GA and has over 2 years of experience in the finance industry.
Tyler Thomason (CRD# 7833705) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Woodstock, GA and has 1 year of experience in the finance industry.
After years of working on Wall Street, in 2014, I took my practice private and partnered with the Registered Investment Advisor, Woodstock Wealth Management Inc, (formerly Woodstock Financial Group, Inc.) where I became an Investment Advisor Representative to provide my clients with more than just a stock recommendation.
Today, I work with over 50 individuals and families across the United States to provide ongoing comprehensive Financial Planning and Investment Management services.
Daily, I speak with clients regarding their financial situation. I provide analysis and recommendations regarding...
Reid Trego (CRD# 7472831) is an Investment Advisor Representative working at Goodwin Investment Advisory in Woodstock, GA and has over 2 years of experience in the finance industry.
Wesley Trunell (CRD# 7181402) is an Investment Advisor Representative working at Edward Jones in Woodstock, GA and has over 4 years of experience in the finance industry.
Jonathan West (CRD# 7833742) is an Investment Advisor Representative working at Edward Jones in Woodstock, GA and has 1 year of experience in the finance industry.