-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Rama Elasmar (CRD# 7737158) is an Investment Advisor Representative working at Advice And Planning Services in Belmont, NC and has 1 year of experience in the finance industry.
Laura Fellows (CRD# 6989698) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Brian Felton (CRD# 6672660) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 7 years 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.
Jeffery Franklin (CRD# 7220988) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hickory, NC and has over 3 years of experience in the finance industry.
William Gary (CRD# 1166745) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Holly, NC and has over 18 years of experience in the finance industry. William Gary 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.
Nikkita Gibson (CRD# 6573620) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hickory, NC and has over 2 years of experience in the finance industry.
Carly Griffin (CRD# 6026133) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 12 years of experience in the finance industry.
Chandler Hahn (CRD# 6263264) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Belmont, NC and has over 10 years of experience in the finance industry.
Anna Hale (CRD# 6798148) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has 1 year of experience in the finance industry.