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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
Jeffrey Emperador (CRD# 5934468) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry.
James Engelman (CRD# 6245260) is an Investment Advisor Representative working at Edward Jones in Hudson, NC and has over 10 years of experience in the finance industry.
Roslyn Ervin (CRD# 4470117) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry.
Terry Eskind (CRD# 1616994) is an Investment Advisor Representative working at Edward Jones in Conover, NC and has over 37 years of experience in the finance industry.
Kristofor Essex (CRD# 3050533) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hickory, NC and has over 26 years of experience in the finance industry.
Kimberly Estevez (CRD# 2052740) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 23 years of experience in the finance industry.
Matthew Evans (CRD# 5705504) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 14 years of experience in the finance industry.
Richard Fallon (CRD# 6917364) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 6 years of experience in the finance industry.
Michael Farrell (CRD# 2060753) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.
Thomas Farrell (CRD# 5548777) is an Investment Advisor Representative working at Aspire Private Capital in Cornelius, NC and has over 15 years of experience in the finance industry. Thomas Farrell 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.