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Qualifications of Financial Advisor in Greenville

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Financial Advisors in Greenville, North Carolina
Financial Advisor Office Location Phone Number
Mark Conway, GRI, CRS, CFP®,
Conway & Co. Financial Services
2914 North Heritage St.,
Kinston, NC  28501
(800) 522-1939
Josh Hederick,
Financial Engines Advisors, LLC
8450 Falls of Neuse Rd.,
Raleigh, NC  27615
(919) 405-3800

Information on Qualified Financial Advisors in Greenville

Qualifications CRD# 52842
Series 7, 24, 63 General Securities 1

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 2914 North Heritage St.,
Kinston,
NC 
28501
Phone Number (800) 5221939

Conway & Co. Financial Services was established in 1967. Mark I. Conway, founder, has been assisting clients in planning their financial futures since that time. Mark through his affiliation with Cambridge Investment Research, Inc. addresses retirement planning, estate planning, tax reduction strategies, and college funding. A native of North Carolina, Mark is a graduate of the College for Financial Planning entitling him to use the CERTIFIED FINANCIAL PLANNER TM professional designation. He is a Registered Representative and an Investment Advisor Representative with Cambridge Investment Research, Inc. and holds a principals license with that firm. In the securities industry, he holds general securities 1, FINRA Series 7, 63, and 24 registrations. He holds insurance licenses including Life/Heath, Long Term Care, Disability, Property/Casualty, and variable products. Mark is also a graduate of the Realtors Institute at the University of North Carolina at Chapel Hill and holds the GRI (Graduate Realtors Institute) and CRS (Certified Residential Specialist) designations. Mark is married to Susan H. Conway. Together they have five children. They reside in Kinston. Mark's feelings for his clients over the years have evolved into what is now the firm's mission statement "Helping People Plan Their Financial Futures"

About Conway & Co. Financial Services

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and investments to help you reach your goals. We act in a Fiduciary capacity as we represent our clients best interest. We take pride in our approach to the Total Financial Planning journey involving the family and its branches from beginning to end.



Qualifications CRD# 3120694
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 8450 Falls of Neuse Rd.,
Suite 206,
Raleigh,
NC 
27615
Phone Number (919) 4053800

Joined Financial Engines in 2005. Began his career in the financial services industry in 1998. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Finance from James Madison University. Married to Chrissy. They have three children. Josh enjoys golfing, family, and financial matters.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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