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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
Sinae Kim (CRD# 7404933) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Matthews, NC and has over 2 years of experience in the finance industry.
Ryan Knight (CRD# 7570485) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has 1 year of experience in the finance industry.
Justin Krebs (CRD# 7305534) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Matthews, NC and has over 3 years of experience in the finance industry.
Dionne Loney (CRD# 7800359) is an Investment Advisor Representative working at Edward Jones in Matthews, NC and has 1 year of experience in the finance industry.
Neal Miller (CRD# 7499391) is an Investment Advisor Representative working at Edward Jones in Matthews, NC and has over 2 years of experience in the finance industry.
Afzal Mithwani (CRD# 3100323) is an Investment Advisor Representative working at Nexus Capital Inc. in Matthews, NC and has over 25 years of experience in the finance industry.
Joseph Murtagh (CRD# 343802) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Matthews, NC and has over 24 years of experience in the finance industry.
Elizabeth Younts (CRD# 7218373) is an Investment Advisor Representative working at Commonwealth Financial Network in Matthews, NC and has over 3 years of experience in the finance industry.
Scott began his financial services career in 1975. He holds the Certified Portfolio Manager designation (CPM® is a registered service mark of the Academy of Certified Portfolio Managers); is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and holds the Chartered Financial Consultant® (ChFC®) professional designation.
His service in the U.S. Army included tours in Vietnam and Thailand. He was assigned to military intelligence, receiving a Top Secret Cryptographic security clearance.
Scott received a diploma in Risk...