-
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
Robert Pelliciotta (CRD# 4441071) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 22 years of experience in the finance industry.
Robert Penn (CRD# 2250037) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 31 years of experience in the finance industry.
Nicholas Perkins (CRD# 7072122) is an Investment Advisor Representative working at Cpr Investments Inc. in Hampstead, NC and has over 5 years of experience in the finance industry.
Melissa Phillippi (CRD# 5169629) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 17 years of experience in the finance industry. Melissa Phillippi 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.
David Pierce (CRD# 5500711) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Wilmington, NC and has over 16 years of experience in the finance industry.
Jerome Pinckney (CRD# 1567053) is an Investment Advisor Representative working at Calton & Associates, Inc. in Wilmington, NC and has over 37 years of experience in the finance industry.
Jerome Pinckney (CRD# 6303219) is an Investment Advisor Representative working at Calton & Associates, Inc. in Wilmington, NC and has over 7 years of experience in the finance industry.
Gregory Pleasants (CRD# 1991846) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 34 years of experience in the finance industry.
Kimberly Poetzscher (CRD# 5114223) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 11 years of experience in the finance industry.
Tucker Polston (CRD# 6084531) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 11 years of experience in the finance industry. Tucker Polston 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.