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Distance Only Winston Salem, 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
Jeffrey Shealy (CRD# 4168136) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winston Salem, NC and has over 24 years of experience in the finance industry.
John Sheets (CRD# 4345695) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry. John Sheets 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.
Trent Sheets (CRD# 5357026) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 16 years of experience in the finance industry. Trent Sheets 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.
Chester Sheffield (CRD# 1740544) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winston Salem, NC and has over 36 years of experience in the finance industry.
Harry Shertzer (CRD# 1251803) is an Investment Advisor Representative working at Westhampton Capital in Winston Salem, NC and has over 40 years of experience in the finance industry.
Jonathan Short (CRD# 5558074) is an Investment Advisor Representative working at Semmax Financial Advisors, Inc. in Winston Salem, NC and has over 15 years of experience in the finance industry.
Amy Simmons (CRD# 4948896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 18 years of experience in the finance industry.
Michael Simpson (CRD# 4189224) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 23 years of experience in the finance industry.
David Smith (CRD# 1754691) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 36 years of experience in the finance industry.
Eugene Smith (CRD# 835321) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Winston Salem, NC and has over 44 years of experience in the finance industry.