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Distance Metro area (25 miles)
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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
Scott Geer (CRD# 2856896) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwood, NC and has over 26 years of experience in the finance industry.
Loretta Gifford (CRD# 6703774) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 7 years of experience in the finance industry.
Michael Griffin (CRD# 2793878) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Concord, NC and has over 27 years of experience in the finance industry.
Jacob Hardy (CRD# 5524249) is an Investment Advisor Representative working at Credit Union Investment Services in Granite Quarry, NC and has over 15 years of experience in the finance industry.
John Harris (CRD# 3028805) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Concord, NC and has over 26 years of experience in the finance industry.
William Harris (CRD# 4790654) is an Investment Advisor Representative working at Park Avenue Securities LLC in Concord, NC and has over 18 years of experience in the finance industry.
Jeffrey Hartsock (CRD# 2318181) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 31 years of experience in the finance industry. Jeffrey Hartsock 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.
Bradley Hauser (CRD# 6423793) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Midland, NC and has over 9 years of experience in the finance industry. Bradley Hauser 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.
Joseph Hayes (CRD# 4289211) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 18 years of experience in the finance industry.
Michael Hayes (CRD# 5819438) is an Investment Advisor Representative working at Edward Jones in Troy, NC and has over 13 years of experience in the finance industry.