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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
Chelsea Deese (CRD# 7063719) is an Investment Advisor Representative working at Credit Union Investment Services in Clayton, NC and has over 5 years of experience in the finance industry.
Jeremy Defalco (CRD# 4428269) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Raleigh, NC and has over 22 years of experience in the finance industry. Jeremy Defalco 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.
Jason Deibert (CRD# 4554183) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raleigh, NC and has over 21 years of experience in the finance industry.
Paul Delaney (CRD# 4554283) is an Investment Advisor Representative working at Capital Endurance Group, Inc. in Cary, NC and has over 21 years of experience in the finance industry.
Anthony Delauney (CRD# 4647606) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raleigh, NC and has over 20 years of experience in the finance industry.
Anthony Delucia (CRD# 2709121) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 28 years of experience in the finance industry.
Christopher Demarest (CRD# 4802479) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Raleigh, NC and has over 19 years of experience in the finance industry. Christopher Demarest 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.
Crystal Dempsey (CRD# 6018496) is an Investment Advisor Representative working at Edward Jones in Garner, NC and has over 12 years of experience in the finance industry.
Karen Denise (CRD# 4391986) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 22 years of experience in the finance industry.
Mark Despagni (CRD# 5935974) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 12 years of experience in the finance industry.