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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
Benjamin Sydnor (CRD# 4453746) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 22 years of experience in the finance industry.
James Tate (CRD# 2490422) is an Investment Advisor Representative working at Tate Wealth Management, LLC in Winston Salem, NC and has over 30 years of experience in the finance industry. James Tate 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.
Philip Thomas (CRD# 2046737) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winston Salem, NC and has over 34 years of experience in the finance industry.
Laura Thomforde (CRD# 2354860) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Winston Salem, NC and has over 27 years of experience in the finance industry.
Catherine Thompson (CRD# 1778602) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 31 years of experience in the finance industry.
Shannon Thompson (CRD# 4775530) is an Investment Advisor Representative working at Mml Investors Services, LLC in Winston Salem, NC and has over 18 years of experience in the finance industry.
Anne Thornton (CRD# 4325965) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 23 years of experience in the finance industry.
Jeffrey Trollinger (CRD# 4259213) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Winston Salem, NC and has over 23 years of experience in the finance industry. Jeffrey Trollinger 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.
John Tyner (CRD# 5406254) is an Investment Advisor Representative working at Semmax Financial Advisors, Inc. in Winston Salem, NC and has over 16 years of experience in the finance industry.
Carol Uselman (CRD# 4396257) is an Investment Advisor Representative working at Cannon Wealth Management Services in Winston Salem, NC and has over 22 years of experience in the finance industry.