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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
Jordan Bilodeau (CRD# 6592177) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 6 years of experience in the finance industry. Jordan Bilodeau 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.
Michael Bird (CRD# 5100115) is an Investment Advisor Representative working at Principal Securities, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.
Michael Bish (CRD# 4842880) 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. Michael Bish 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.
Alexander Bishop (CRD# 3198510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntersville, NC and has over 25 years of experience in the finance industry.
Gordon Black (CRD# 4360094) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 22 years of experience in the finance industry.
John Black (CRD# 4630908) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Rock Hill, SC and has over 21 years of experience in the finance industry.
John Black Jr (CRD# 6201687) is an Investment Advisor Representative working at Stephens in Charlotte, NC and has over 10 years of experience in the finance industry.
Nancy Blackman (CRD# 6462679) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 9 years of experience in the finance industry. Nancy Blackman 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.
Christina Blackmon (CRD# 5123447) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 10 years of experience in the finance industry.
Jeanna Blair (CRD# 1493811) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 35 years of experience in the finance industry.