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Distance Only Matthews, 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
Joseph Marano (CRD# 6375250) is an Investment Advisor Representative working at Edward Jones in Matthews, NC and has over 9 years of experience in the finance industry.
Nicholas Miles (CRD# 6483938) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Matthews, NC and has over 8 years of experience in the finance industry.
Brian Moran (CRD# 1940341) is an Investment Advisor Representative working at Julex Capital Management in Matthews, NC and has over 26 years of experience in the finance industry.
Eugene Musselwhite (CRD# 1503990) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Matthews, NC and has over 29 years of experience in the finance industry.
Nadir Noorani (CRD# 6893874) is an Investment Advisor Representative working at Nexus Capital Inc. in Matthews, NC and has over 6 years of experience in the finance industry.
Michael Orzel (CRD# 2918793) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Matthews, NC and has over 26 years of experience in the finance industry.
Larry Parker (CRD# 4575743) is an Investment Advisor Representative working at Eagle Strategies LLC in Matthews, NC and has over 21 years of experience in the finance industry.
Joseph Pomykacz (CRD# 5119871) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Matthews, NC and has over 18 years of experience in the finance industry.
Emily Rassam (CRD# 5365217) is an Investment Advisor Representative working at Archer Investment Management in Matthews, NC and has over 16 years of experience in the finance industry. Emily Rassam 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.
David Reid (CRD# 4853412) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Matthews, NC and has over 19 years of experience in the finance industry.