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Distance Only Highlands, NC
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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
Sander Bleustein (CRD# 1327542) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Highlands, NC and has over 38 years of experience in the finance industry. Sander Bleustein 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 Carrier (CRD# 2914405) is an Investment Advisor Representative working at Michael S. Carrier & Associates, Inc. in Highlands, NC and has over 25 years of experience in the finance industry.
Donald McClellan (CRD# 4086700) is an Investment Advisor Representative working at Covenant Investment Solutions LLC in Highlands, NC and has over 24 years of experience in the finance industry.
Justin Souma (CRD# 4826460) is an Investment Advisor Representative working at Lpl Financial LLC in Highlands, NC and has over 19 years of experience in the finance industry. Justin Souma 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.
Todd Holder (CRD# 7232686) is an Investment Advisor Representative working at Edward Jones in Highlands, NC and has over 3 years of experience in the finance industry.