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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
Laura Banasiewicz (CRD# 1391387) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 34 years of experience in the finance industry. Laura Banasiewicz 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.
Suzanne Banzet (CRD# 3185032) is an Investment Advisor Representative working at Commonwealth Financial Network in Winston Salem, NC and has over 25 years of experience in the finance industry. Suzanne Banzet 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.
Charles Barham (CRD# 4157445) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 23 years of experience in the finance industry. Charles Barham 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.
Jeffrey Barker (CRD# 1907737) is an Investment Advisor Representative working at Securities America Advisors, Inc. in High Point, NC and has over 34 years of experience in the finance industry.
Zachary Barnes (CRD# 6582629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in High Point, NC and has over 8 years of experience in the finance industry.
Max Barnhardt (CRD# 2480637) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winston Salem, NC and has over 29 years of experience in the finance industry. Max Barnhardt 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.
Alexander Barrett (CRD# 5798897) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 11 years of experience in the finance industry.
John Barrow (CRD# 6279264) is an Investment Advisor Representative working at Avantax Advisory Services in Winston-salem, N, NC and has over 10 years of experience in the finance industry. John Barrow 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.
Richard Basham (CRD# 2234121) is an Investment Advisor Representative working at Mml Investors Services, LLC in Winston Salem, NC and has over 31 years of experience in the finance industry.
Brenda Battle (CRD# 2477869) is an Investment Advisor Representative working at Edward Jones in Mocksville, NC and has over 29 years of experience in the finance industry.