-
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
Daniel Smith (CRD# 1042686) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wilmington, NC and has over 40 years of experience in the finance industry.
Donis Smith (CRD# 2642349) is an Investment Advisor Representative working at Rockefeller Capital Management in Wilmington, NC and has over 28 years of experience in the finance industry. Donis Smith 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.
Jerry Smith (CRD# 1303734) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 39 years of experience in the finance industry.
Meg Speece (CRD# 3252241) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 24 years of experience in the finance industry. Meg Speece 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.
Lance Stanislaus (CRD# 6783748) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 7 years of experience in the finance industry.
Eric Starkey (CRD# 6686180) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 7 years of experience in the finance industry.
Roswell Steadman (CRD# 6707927) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has over 7 years of experience in the finance industry.
Matt Stephens is a Certified Financial Planner (CFP®) professional in Wilmington, NC and has over 10 years of experience in the finance industry. CFP professionals must pass the comprehensive CFP Certification Examination, agree to abide by the CFP Board's Code of Ethics, and comply with the Financial Planning Practice Standards.
Taft Stephenson (CRD# 2649314) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 28 years of experience in the finance industry.
Jeffrey Stevens (CRD# 4500778) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, NC and has over 22 years of experience in the finance industry.