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Distance Only Southern Pines, NC
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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
Merralee Thorpe (CRD# 5294491) is an Investment Advisor Representative working at Edward Jones in Southern Pines, NC and has over 16 years of experience in the finance industry.
Thomas Velevis (CRD# 2369373) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 30 years of experience in the finance industry. Thomas Velevis 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.
Michael White (CRD# 6488455) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 8 years of experience in the finance industry. Michael White 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.
Teresa White (CRD# 2203549) is an Investment Advisor Representative working at Newedge Advisors in Southern Pines, NC and has over 25 years of experience in the finance industry.
Mary Zastrow (CRD# 4842689) is an Investment Advisor Representative working at Newedge Advisors in Southern Pines, NC and has over 19 years of experience in the finance industry.
Hayden Ayers (CRD# 7315111) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southern Pines, NC and has 1 year of experience in the finance industry.
Tia Chick (CRD# 7287663) is an Investment Advisor Representative working at Edward Jones in Southern Pines, NC and has over 3 years of experience in the finance industry.
Danielle Dettenmayer (CRD# 7546659) is an Investment Advisor Representative working at Tactical Wealth Partners in Southern Pines, NC and has 1 year of experience in the finance industry. Danielle Dettenmayer 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.
Taylor Gresham (CRD# 6226931) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Southern Pines, NC and has 1 year of experience in the finance industry.
Mitchell Keiser (CRD# 7811757) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Southern Pines, NC and has 1 year of experience in the finance industry.