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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
Wendi Drennon (CRD# 2305263) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Anderson, SC and has over 31 years of experience in the finance industry.
Leila Dudley (CRD# 6006627) is an Investment Advisor Representative working at Mosaic Wealth Strategies LLC in Greenville, SC and has over 11 years of experience in the finance industry. Leila Dudley 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.
William Ellenberg (CRD# 5011914) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, SC and has over 18 years of experience in the finance industry. William Ellenberg 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 Ellis (CRD# 5335061) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwood, SC and has over 13 years of experience in the finance industry.
Jennifer Erwin (CRD# 4340002) is an Investment Advisor Representative working at Edward Jones in Abbeville, SC and has over 23 years of experience in the finance industry.
Jonathan Erwin (CRD# 5837866) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Mauldin, SC and has over 7 years of experience in the finance industry.
Sharon Eskew (CRD# 5193091) is an Investment Advisor Representative working at Onedigital Investment Advisors in Williamston, SC and has over 24 years of experience in the finance industry.
James Fiske (CRD# 6851250) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has over 6 years of experience in the finance industry. James Fiske 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.
Enrique Gelpi (CRD# 5917638) is an Investment Advisor Representative working at Envestnet Pmc in Greenville, SC and has over 11 years of experience in the finance industry.
Samuel Gilliam (CRD# 5587204) is an Investment Advisor Representative working at Edward Jones in Simpsonville, SC and has over 15 years of experience in the finance industry.