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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
Phu Roy O (CRD# 3034370) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 26 years of experience in the finance industry.
Steven Rubin (CRD# 6640551) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 7 years of experience in the finance industry. Steven Rubin 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.
Michael Russell (CRD# 6681908) is an Investment Advisor Representative working at Edward Jones in Pilot Mountain, NC and has over 7 years of experience in the finance industry.
Christine Ryan (CRD# 4132077) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 24 years of experience in the finance industry.
Scott Saffer (CRD# 4516142) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Winston Salem, NC and has over 21 years of experience in the finance industry.
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.
Andi Schnuck (CRD# 6331206) is an Investment Advisor Representative working at Edward Jones in Mount Airy, NC and has over 6 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.