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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
Brooke Duncan (CRD# 7753437) is an Investment Advisor Representative working at Edward Jones in Kings Mountain, NC and has 1 year of experience in the finance industry.
Brian Earley (CRD# 7672435) is an Investment Advisor Representative working at Allworth Financial, LP in Shelby, NC and has 1 year of experience in the finance industry.
Matthew Foster (CRD# 7214267) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lincolnton, NC and has over 4 years of experience in the finance industry.
Clifford Gaubert (CRD# 3012678) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spartanburg, SC and has over 24 years of experience in the finance industry.
Jonerik Hubbard (CRD# 7434481) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Forest City, NC and has over 2 years of experience in the finance industry.
Daniel Hudson (CRD# 7434797) is an Investment Advisor Representative working at Avantax Advisory Services in Gastonia, NC and has over 2 years of experience in the finance industry.
Clarissa Iannetti (CRD# 7621574) is an Investment Advisor Representative working at Principal Advised Services in Grover, NC and has 1 year of experience in the finance industry.
Eric Kotecki (CRD# 7710290) is an Investment Advisor Representative working at Credit Union Investment Services in Gastonia, NC and has 1 year of experience in the finance industry. Eric Kotecki 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.
Jaynene Landrum (CRD# 7306847) is an Investment Advisor Representative working at Credit Union Investment Services in Gastonia, NC and has over 3 years of experience in the finance industry.
Emily Laney (CRD# 7286894) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Isle Of Palms, SC and has over 3 years of experience in the finance industry.