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Distance Only Bluffton, SC
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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
Allen Oechsner (CRD# 2520302) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Bluffton, SC and has over 29 years of experience in the finance industry.
Randall Otto (CRD# 2944154) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bluffton, SC and has over 26 years of experience in the finance industry.
Windy Peavey (CRD# 3013884) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has over 26 years of experience in the finance industry.
Arthur Randall (CRD# 1246969) is an Investment Advisor Representative working at Strategic Investment Solutions, LLC in Bluffton, SC and has over 39 years of experience in the finance industry.
Sarah Reed (CRD# 5471725) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has over 16 years of experience in the finance industry.
Donald Schenk (CRD# 4799850) is an Investment Advisor Representative working at Morgan Stanley in Bluffton, SC and has over 19 years of experience in the finance industry.
Gene Schraeder Jr. (CRD# 857487) is an Investment Advisor Representative working at Wells Fargo Advisors in Bluffton, SC and has over 44 years of experience in the finance industry.
Richard Sebastian (CRD# 5744581) is an Investment Advisor Representative working at Gwn Securities Inc. in Bluffton, SC and has over 13 years of experience in the finance industry.
Jennifer Sokolowski (CRD# 6882692) is an Investment Advisor Representative working at Metis Wealth Management & Planning LLC in Bluffton, SC and has over 6 years of experience in the finance industry. Jennifer Sokolowski 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.
Robert Sokolowski (CRD# 6882734) is an Investment Advisor Representative working at Metis Wealth Management & Planning LLC in Bluffton, SC and has over 6 years of experience in the finance industry. Robert Sokolowski 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.