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Financial Consultants in North Carolina

Financial Consultants in Jacksonville, NC

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36 results found

Jennifer Winchell Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Financial Director • Chief Administrative Officer • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Customer Service • Client Service Officer • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Office Runner • Courier • Independent Business Owners • Logistician

Experience & Education

Position:
Business Development Manager at Transportation Impact, LLC
Title:
Business Development Manager at Transportation Impact, LLC and First Flight Solutions
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Work history:
Transportation Impact, LLC - Emerald Isle, NCBusiness Development Managersince May 2012Transportation Impact, LLC - Emerald Isle, NCFinance ManagerDec 2010 - May 2012
Skills:
Excel, PowerPoint, Word, Budgeting, Microsoft Office, Financial Analysis, Accounting, Financial...
Assists the consulting CPA firm and Financial Advisor in the preparation of all year-e..
Full Profile

Walter Whitehurst Jacksonville, NC

Professions & Specialties

Buyers Agent • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Mathematics • Mathematician • Buyer and Seller • Sales Representative

Experience & Education

Position:
Realtor at Wilkinson & Associates Real Estate
Title:
Provides military families the help they need in finding their dream home in the Jacksonville NC and Camp Lejeune area
Location:
Jacksonville, North Carolina Area
Industry:
Real Estate
Work history:
Wilkinson & Associates Real Estate Realtorsince May 2010Bluewater Financial Advisors Financial AdvisorJan 2005 - May 2008
Skills:
Construction, Sellers, First Time Home Buyers, Buyer's Agent, Condos, Buyer Representation, Real...
Full Profile

Tripper Parham Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Rutherford Financial
Location:
Jacksonville, North Carolina Area
Industry:
Investment Management
Work history:
Rutherford Financial - Morehead City, NCFinancial Advisorsince Sep 2011
Full Profile

Joshua Grimm Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Navy Federal Credit Union
Location:
Jacksonville, North Carolina Area
Industry:
Investment Management
Work history:
Navy Federal Credit Union Financial Advisorsince Jul 2007
Full Profile

Patricia Rauhauser Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Jacksonville, North Carolina Area
Industry:
Investment Management
Full Profile

Josh Grimm Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Navy Federal Credit Union
Location:
Jacksonville, North Carolina Area
Industry:
Investment Management
Full Profile

Brian Peele Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • Chairperson • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive

Experience & Education

Position:
President & CEO at Angelfish Properties, Inc.
Title:
Southern Outer Banks Real Estate Broker & Investor
Location:
Jacksonville, North Carolina Area
Industry:
Real Estate
Work history:
Angelfish Properties, Inc. President & CEOsince 2002Wachovia Securities VP, Financial AdvisorDec 1989 - Oct 2002
Full Profile

Chuck Busack Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at First Command Financial Planning
Title:
Financial Advisor
Location:
Jacksonville, North Carolina
Industry:
Financial Services
Work history:
First Command Financial Planning Financial Plannersince Jul 2011Edward Jones Investments Financial AdvisorSep 2008 - 2010
Skills:
Asset Allocation, Retirement Planning, Series 7, Retirement, Wealth Management, Debt Reduction...
Full Profile

Denise Natali Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Registered Representative & Agent, Financial Advisor at First Command Financial Planning
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Full Profile

Denise Paine Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Full Profile

Charles Busack Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Full Profile

Denise Paine Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Full Profile

Mark Ruggiero Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at First Command Financial Planning
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Work history:
First Command Financial Planning Financial Advisor
Full Profile

Mark Loy Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Independent Business Owners

Experience & Education

Work

Company:
Stevenson mazda - Jacksonville, NC
Auto salesman
Company:
Wells fargo advisors / wachovia securities - Jacksonville, NC
Financial advisor / fc in charge

Skills

mamagement, financial expertise, salesmanship
Full Profile

Walter Oberry Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Full Profile

Sam Starling Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Sr VP Financial Advisor at Morgan Stanley Smith Barney
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Full Profile

Rose Zourdos Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Morgan stanley - Utica, NY
Financial advisor
Company:
Oneida county office of emergency services - Oriskany, NY
Consultant
Full Profile

Lauren Welch Jacksonville, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Volunteer • Non-Profit • Coordinator • Managers • Director • Chairperson • Operations Manager • Chief Executive • Psychologist • Psychology Specialist • Organization Management • Event Manager • Marketing Professional • Advertising Sales Agent • Entertainer

Experience & Education

Position:
Volunteer Onslow Director at United Way of Onslow County
Title:
Volunteer Onslow Director at United Way of Onslow County, Accredited Financial Counslor
Location:
Jacksonville, North Carolina Area
Industry:
Hospitality
Work history:
United Way of Onslow County - Jacksonville, North Carolina AreaVolunteer Onslow Directorsince Jan 2013Navy Marine Society Relief Society - Camp Lejeune, NCChairman of VolunteersFeb 2012 - Jan 2013
Accredited Financial Counselor at AFCPE
Full Profile

Richard Pugh Jacksonville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Planner • Security • Speaker • Spokesperson • Representative • Associate Professor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Zeiders Enterprises, Inc., Certified Finanical Planner at Pugh & ...
Title:
Certified Financial Planner
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Work history:
Zeiders Enterprises, Inc. Certified Financial Plannersince 2012Pugh & Associates, Inc. / Financial Security Advisory, Inc. Certified Finanical Plannersince Jul 1993
Personal Financial Consultant with MHN Government Services..
Full Profile

Bill Feige Jacksonville, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Business Administrator • Chief Executive • Financial Manager • Operations Manager

Experience & Education

Position:
Ral Estate Broker at RE/MAX Essential
Title:
Real Estate Broker / Realtor at Coldwell Banker Sea Coast Realty
Location:
Jacksonville, North Carolina Area
Industry:
Real Estate
Work history:
RE/MAX Essential Ral Estate BrokerColdwell Banker Sea Coast Realty Real Estate Broker / RealtorAug 2009 - Apr 2012
Skills:
New Home Sales, First Time Home Buyers, Relocation, Investment Properties, Short Sales, Real...
CFP/Financial Advisor at Topsail Financial Advisors
Full Profile

Steph Batten Jacksonville, NC

Professions & Specialties

Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Project Manager • Manager • Project Managers • Operations Manager

Experience & Education

Title:
at Batten & Associates, Inc.
Location:
Jacksonville, North Carolina Area
Industry:
Marketing and Advertising
Financial Advisor at American Express Financial Ad..
Full Profile

Walter Whitehurst Jacksonville, NC

Professions & Specialties

Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Title:
Provides military families the help they need in finding their dream home in the Jacksonville NC and Camp Lejeune area
Location:
Jacksonville, North Carolina Area
Industry:
Real Estate
Financial Advisor at Bluewater Financial Advisors
Full Profile

Erin Haenlein Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Non-Profit • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Employee at Sub-Sational Subs and Salads
Location:
Jacksonville, North Carolina Area
Industry:
Restaurants
Work history:
Sub-Sational Subs and Salads Employeesince Dec 2009Hillsdale College Costume Shop SupervisorAug 2006 - May 2009
Financial Counselor at St
Full Profile

Jeff Serbus Jacksonville, NC

Professions & Specialties

Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner Jeffery Serbus at Liberty Tax Service, Owner at Serbus Financial Group
Title:
Owner, Serbus Financial Group
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Work history:
Liberty Tax Service Owner Jeffery Serbussince 2000Serbus Financial Group Ownersince Nov 1980
I am also a Registered Financial Consultant,RFC
Full Profile

Criss Bonomo Jacksonville, NC

Professions & Specialties

Technical Support Specialist • Systems Support Specialist • Support Specialists • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Technical Support at NEW Corp
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Work history:
NEW Corp Technical Supportsince Mar 2010Amex MR TrainerMar 2005 - Aug 2010
Financial Consultant at State Trustees
Full Profile

William Feige Jacksonville, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Business Administrator • Sales Representative • Chief Executive • Financial Manager • Operations Manager

Experience & Education

Title:
Real Estate Broker / Realtor at Coldwell Banker Sea Coast Realty
Location:
Jacksonville, North Carolina Area
Industry:
Real Estate
LLC CFP/Financial Advisor at Topsail Financial Advisors
Full Profile

Clarissa Collier Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • High School Diploma

Experience & Education

Work

Company:
State of indiana
Customer service representative
Company:
Express mva
Title processor
Full Profile

Milagros Luciano Jacksonville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Receptionist • Front Desk Clerk • Front Office Receptionist • Office Clerk • Coordinator • Clerical Specialist • Managers

Experience & Education

Work

Company:
Central florida breast center
Receptionist
Company:
M. anwarul hoque, m.d
Receptionist
Full Profile

Tiffany Barton Jacksonville, NC

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation
Work:
Keller Williams Realty
3840 Henderson Drive, Jacksonville, NC 28546
..a designation as an Accredited Financial Counselor
Full Profile

Tiffany Barton Jacksonville, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Business Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Work:
Keller Williams Realty
Jacksonville, NC
(910) 545-0850 (Phone)
Interests:
USMC, military relocation, financial responsibility, volunteerism, being a mom
About:
Originally from Dallas, Texas, Tiffany Barton is a seasoned USMC spouse who moved to the area in...
..a designation as an Accredited Financial Counselor
Full Profile

Michael Millikin Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Parachute Rigger • Business Administrator • Rigger • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
California lutheran university
Financial aid veterans specialist
Company:
University of phoenix - Woodland Hills, CA
Financial counselor

Skills

Customer service, Management, Financial aid, Shipping, and Receiving
Full Profile

Mike Sireci Pensacola, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Marketing Consultant • SEO Specialist • Market Analyst • Market Research Analyst • Web Marketer • Marketing Manager • Contractor • Independent Business Owners • Chief Executive • Operations Manager • Travel Agent • Government Service Executive • Government Administration Officer • Civil Servant • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Administrative Assistant, for Dave Brooks, Financial Advisor and Principal at First Command...
Title:
Financial Advisor
Location:
Pensacola, Florida Area
Industry:
Internet
Work history:
First Command Financial Services - Pensacola, Florida AreaAdministrative Assistant, for Dave Brooks, Financial Advisor and Principalsince Sep 2011Self Employed - Pensacola, Florida AreaSEO & Internet Marketing ConsultantSep 2009 - Jun 2013
Languages:
English
Full Profile

Mary Hays Houston, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • International Affairs • Trainer • Office Assistant • Apprentice • Recognition • Non-Profit • Organization Management • Analyst • Analysts • Office Clerk • Clerical Specialist • Instructor • Pedagogue • Master of Arts • Bachelor of Arts • Information Technology Specialist • IT Specialist • Research Specialist • Research Scientist • Student Worker • Operations Manager

Experience & Education

Position:
Financial Coach at Family Services of Greater Houston, Financial Coach at Family Services of...
Title:
Financial Coach at Family Services of Greater Houston
Location:
Houston, Texas Area
Industry:
International Affairs
Work history:
Family Services of Greater Houston - Houston, Texas AreaFinancial Coachsince Jul 2013Family Services of Greater Houston Financial Coachsince Jul 2013
Languages:
French
Certifications:
Accredited Financial Counselor, AFCPE
Full Profile

Jack Verrier Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Student Worker

Experience & Education

Position:
Senior Financial Analyst at PRA International
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
PRA International - Charlottesville, Virginia AreaSenior Financial Analystsince Jan 2013Navigant - Washington D.C. Metro AreaFinancial ConsultantAug 2012 - Dec 2012
Full Profile

Paul Smith Chattanooga, TN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Partner • Operations Manager • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Area Manager • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Development Manager at Lectrus Corporation
Title:
SE Business Development Manager at Lectrus Corporation
Location:
Chattanooga, Tennessee Area
Industry:
Electrical/Electronic Manufacturing
Work history:
Lectrus Corporation - SoutheastBusiness Development Managersince Feb 2009Merrill Lynch - Chattanooga,TNFinancial AdvisorFeb 2007 - Feb 2009
Full Profile

Bradley Urias Orlando, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Software Engineer • SalesForce Administrator • Software Developers • Database Administration Professional • Database Administrator • Marketing Manager • Financial Manager • Marketing Administrator • Computer Network Professional • Network Administrator • Chief Procurement Officer • Chairperson • Project Managers • Acquisitions Manager • Purchasing Managers • Chief Executive • Operations Manager • Market Research Analyst • Army Sergeant • Sales Representative • Sales Agent • Apprentice • Entrepreneur • Commodity Trading Advisor • Project Manager • Analyst • Business Administrator • Analysts • Managers • Advisor • Master of Science • Bachelor of Arts • Associate of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Portfolio Manager at EJW Arbitrage Group, LLC
Title:
Portfolio Manager
Location:
Orlando, Florida Area
Industry:
Investment Management
Work history:
EJW Arbitrage Group, LLC - Honolulu, Chicago, Milwaukee, Orlando, DominicaPortfolio Managersince Feb 2010Business ValueXpress - Greater Chicago AreaSoftware Development & Marketing ManagerJan 2012 - Jul 2012
Skills:
Arbitrage, Trading, Hedging, Alternative Investments, Financial Modeling, Market Research,...
Languages:
English, French, Spanish
Business Analyst & Financial Consultant at Towers Productions
Full Profile

Financial Consultants near Jacksonville, NC03978117156195WilmingtonGreenvilleGoldsboroMorehead CityNew BernKinstonHavelockWintervilleHubertWrightsville Beach


Financial Consultants around Jacksonville, NC

Burgaw  (1)
Castle Hayne  (1)
Emerald Isle  (2)
Goldsboro  (12)
Greenville  (58)
Grimesland  (1)
Hampstead  (2)
Havelock  (5)
Hubert  (4)
Kinston  (6)
La Grange  (1)
New Bern  (9)
Newport  (1)
Rose Hill  (1)
Sneads Ferry  (2)
Wallace  (1)
Wilmington  (192)
Winterville  (4)

Financial Consultants in North Carolina

Sub-specializations

Financial Associate  (2)
Financial Consultant  (36)