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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
Daniel McVeigh (CRD# 5446022) is an Investment Advisor Representative working at Morgan Stanley in Charleston, SC and has 1 year of experience in the finance industry.
Elaine Natoli (CRD# 6936497) is an Investment Advisor Representative working at Tandem Investment Advisors Inc. in Charleston, SC and has 1 year of experience in the finance industry.
Christopher Nyland (CRD# 1613008) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Charleston, SC and has over 37 years of experience in the finance industry.
Veronica O'sullivan (CRD# 7658304) is an Investment Advisor Representative working at Edward Jones in Charleston, SC and has 1 year of experience in the finance industry.
Sean Okeefe (CRD# 5909229) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charleston, SC and has over 3 years of experience in the finance industry.
Frank Passalaqua (CRD# 2353514) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 29 years of experience in the finance industry.
Megan Patterson (CRD# 7788290) is an Investment Advisor Representative working at Edward Jones in Charleston, SC and has 1 year of experience in the finance industry.
Daniel Perlmutter (CRD# 7123658) is an Investment Advisor Representative working at Edward Jones in Charleston, SC and has over 4 years of experience in the finance industry.
William Petzold (CRD# 7093388) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 4 years of experience in the finance industry.
Stuart Pyne (CRD# 6649735) is an Investment Advisor Representative working at Charleston Financial Advisors, LLC in Charleston, SC and has over 7 years of experience in the finance industry.