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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
Korene Marsh (CRD# 2587362) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Jacksonville, NC and has over 29 years of experience in the finance industry. Korene Marsh 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.
Geoffrey McLawhorn (CRD# 5744854) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Bern, NC and has over 13 years of experience in the finance industry.
Paul Melson (CRD# 4670659) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Bern, NC and has over 20 years of experience in the finance industry.
Tracy Monk (CRD# 2348100) is an Investment Advisor Representative working at Primerica Advisors in Cove City, NC and has over 30 years of experience in the finance industry.
Daniel Murphy (CRD# 2835951) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 27 years of experience in the finance industry.
John Noto (CRD# 1522851) is an Investment Advisor Representative working at Noto Capital in New Bern, NC and has over 37 years of experience in the finance industry.
Robert Overman (CRD# 1435768) is an Investment Advisor Representative working at Triad Advisors, LLC in New Bern, NC and has over 38 years of experience in the finance industry.
Kevin Page (CRD# 2665568) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 28 years of experience in the finance industry.
Jessica Palatucci (CRD# 5108125) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Bern, NC and has over 17 years of experience in the finance industry.
Sumner Parham (CRD# 5068985) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 18 years of experience in the finance industry.