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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
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.
Steven Gallo (CRD# 4138397) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Clemmons, NC and has over 24 years of experience in the finance industry.
Kirsten Gapastione (CRD# 2326948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lewisville, NC and has over 18 years of experience in the finance industry.
Jennifer Gibson (CRD# 4397079) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 22 years of experience in the finance industry.
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.
Joseph Gilleland (CRD# 2020951) is an Investment Advisor Representative working at Creativeone Securities, LLC in Stony Point, NC and has over 33 years of experience in the finance industry.
Jeffrey Godsell (CRD# 6435960) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 9 years of experience in the finance industry.