-
Distance Only Winston Salem, NC
-
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
Susan Sams (CRD# 5464228) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 15 years of experience in the finance industry.
David Satterwhite (CRD# 6535136) is an Investment Advisor Representative working at Park Avenue Securities LLC in Winston Salem, NC and has over 7 years of experience in the finance industry.
John Scala (CRD# 6505481) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Winston Salem, NC and has over 7 years of experience in the finance industry.
Tyler Schweigert (CRD# 5607112) is an Investment Advisor Representative working at Dixon And Company Wealth Management, LLC in Winston Salem, NC and has over 6 years of experience in the finance industry. Tyler Schweigert 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.
William Semans (CRD# 2631062) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 27 years of experience in the finance industry.
Beverly Settle (CRD# 2974896) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 24 years of experience in the finance industry.
John Setzer (CRD# 4391794) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 23 years of experience in the finance industry.
Benjamin Shamberger (CRD# 6147040) is an Investment Advisor Representative working at Dixon And Company Wealth Management, LLC in Winston Salem, NC and has over 11 years of experience in the finance industry. Benjamin Shamberger 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.
Mary Shamburg (CRD# 6182594) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 11 years of experience in the finance industry.
Jennifer Shealey (CRD# 6257177) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 9 years of experience in the finance industry.