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Distance Only Mint Hill, 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
Rachel Ashman (CRD# 4716652) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mint Hill, NC and has over 20 years of experience in the finance industry.
Harvey Bailey (CRD# 1055363) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mint Hill, NC and has over 41 years of experience in the finance industry.
Stephanie Bailey (CRD# 4220208) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mint Hill, NC and has over 22 years of experience in the finance industry.
Kelly Baldwin (CRD# 4791601) is an Investment Advisor Representative working at Credit Union Investment Services in Mint Hill, NC and has over 19 years of experience in the finance industry.
Timothy Beldner (CRD# 5309491) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Mint Hill, NC and has over 16 years of experience in the finance industry.
Sean Bruce (CRD# 6581208) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Mint Hill, NC and has over 8 years of experience in the finance industry.
Joseph Calabrasi (CRD# 5215899) is an Investment Advisor Representative working at Lionsight Capital, LLC in Mint Hill, NC and has over 18 years of experience in the finance industry. Joseph Calabrasi 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.
Gary Chmielewski (CRD# 1789455) is an Investment Advisor Representative working at Edward Jones in Mint Hill, NC and has over 26 years of experience in the finance industry. Gary Chmielewski 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.
Byron Luna (CRD# 4458530) is an Investment Advisor Representative working at Edward Jones in Mint Hill, NC and has over 22 years of experience in the finance industry.
Melissa Miller (CRD# 5681173) is an Investment Advisor Representative working at Blueprint Financial Advisors in Mint Hill, NC and has over 7 years of experience in the finance industry.