-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Brendan Petty (CRD# 5793181) is an Investment Advisor Representative working at Mml Investors Services, LLC in Gastonia, NC and has over 13 years of experience in the finance industry.
Davon Phillips (CRD# 5940489) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 12 years of experience in the finance industry.
Robert Pitt (CRD# 1155978) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shelby, NC and has over 40 years of experience in the finance industry.
Gregory Poe (CRD# 6218386) is an Investment Advisor Representative working at Edward Jones in Forest City, NC and has over 10 years of experience in the finance industry.
Stephen Price (CRD# 5272601) is an Investment Advisor Representative working at Edward Jones in Shelby, NC and has over 17 years of experience in the finance industry.
Christopher Pridnia (CRD# 1856035) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gastonia, NC and has over 35 years of experience in the finance industry. Christopher Pridnia 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.
Frances Pumphrey (CRD# 5070180) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Lincolnton, NC and has over 16 years of experience in the finance industry.
Adam Queler (CRD# 5125002) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gastonia, NC and has over 18 years of experience in the finance industry. Adam Queler 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.
Robin Radovich (CRD# 4602045) is an Investment Advisor Representative working at United Brokerage Services Inc. in Lincolnton, NC and has over 21 years of experience in the finance industry.
Ronald Raines (CRD# 4200614) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Spartanburg, SC and has over 23 years of experience in the finance industry. Ronald Raines 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.