Advisors at this firm
Kyle L
CFP®, Series 66
Winston Salem, NC
Semmax Financial Advisors, Inc.
Kyle Leonard is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Semmax Financial Advisors, Inc. and has previously worked at Truliant Federal Credit Union, CUSO Financial Services, Fund Direct Advisors, Intercarolina Financial Services, and Lincoln Financial. Leonard serves as a volunteer committee member for the City of Mt. Airy Mayor's Office and is a board member for Mt. Airy City Schools. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a variety of investment strategies, including allocations to private funds and consolidated performance reporting.
Lawrence V
Series 66
Winston Salem, NC
Semmax Financial Advisors, Inc.
Lawrence Vanlandingham is a financial advisor with Semmax Financial Advisors, Inc. in Winston Salem, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Maestro Wealth Advisors LLC, Avantax Advisory Services, CUSO Financial Services, and Wells Fargo Bank. He is also involved with Semmax, Inc., an affiliated insurance agency where he works on new business development and servicing existing clients. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with investment management, financial planning, and consulting services. The firm employs a range of strategies combining fundamental, technical, and cyclical analysis and offers consolidated performance reporting and access to private funds.
John T
Series 65
Winston Salem, NC
Semmax Financial Advisors, Inc.
John Tyner is a financial advisor at Semmax Financial Advisors, Inc. in Winston Salem, NC, with 18 years of industry experience. He holds a Series 65 designation and has been affiliated with Semmax Financial Advisors since 2007. Outside of his advisory role, he serves as president of Semmax, Inc., an insurance agency. Semmax Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and provides consolidated performance reporting that includes third-party data.
Jonathan S
Series 63, Series 65
Winston Salem, NC
Semmax Financial Advisors, Inc.
Jonathan Short is a financial advisor at Semmax Financial Advisors, Inc. in Winston Salem, NC, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Semmax Financial Group since 2016. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency that offers life and long-term care insurance products as part of comprehensive financial planning. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a range of investment strategies, including allocations to private funds and consolidated performance reporting.
Jordan S
Series 66
Winston Salem, NC
Semmax Financial Advisors, Inc.
Jordan Shinsky is a financial advisor at Semmax Financial Advisors, Inc. in Winston Salem, NC, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Fastenal Company. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency that provides risk management products as part of financial planning services. Semmax Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers access to private funds, consolidated performance reporting, and affiliated insurance and tax services.
Matthew L
Series 65
Winston Salem, NC
Semmax Financial Advisors, Inc.
Matthew Landon is a financial advisor at Semmax Financial Advisors, Inc. in Winston Salem, NC, holding a Series 65 credential with eight years of industry experience. He has worked at Semmax Financial Advisors since 2017 and previously at IH Caffey Dist. from 2014 to 2017. Landon is also involved with Semmax, Inc., an affiliated insurance agency that offers life and long-term care insurance as part of client financial planning. Semmax Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, utilizing a range of strategies and private funds, and it offers consolidated performance reporting for clients.
Michael S
CFP®, Series 63, Series 66
Winston Salem, NC
Semmax Financial Advisors, Inc.
Michael Sellers is a CFP® professional with 15 years of industry experience, currently serving at Semmax Financial Advisors, Inc. in Winston Salem, NC. His prior roles include positions at Tiaa, Aspire Private Capital, Sa Stone Wealth Management, Synergy Investment Group, and Vanguard. Semmax Financial Advisors, Inc. provides investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers unique features such as affiliated insurance and tax services, private funds, and consolidated performance reporting.