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3 advisors near
27855
within the area shown on the map
Out of 400,000+ nationwide
Frank J
Series 63, Series 65
Ahoskie, NC
OSAIC Institutions, INC.
Frank Jones Jr. is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 designations and has 31 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Southern Bank & Trust, Centaurus Financial, Inc., and Equitable Advisors. Jones also engages in insurance-related activities, including selling Medicare supplement insurance and assisting with health insurance renewals. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure.
Wingate J
Series 63, Series 65
Ahoskie, NC
Edward Jones
Wingate Joyner Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Sara C
CFP®, Series 66
Murfreesboro, NC
Edward Jones
Sara Crowder is a financial advisor at Edward Jones in Murfreesboro, NC, holding the CFP® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2014 and serves on the finance committee at Boykins Baptist Church. Additionally, she has been involved with the Jameer Woodley Reading Foundation since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
3 advisors near
27855
within the area shown on the map
Out of 400,000+ nationwide