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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
Averyl Basolo (CRD# 7099649) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 4 years of experience in the finance industry.
Kelly Childs (CRD# 7615355) is an Investment Advisor Representative working at Credit Union Investment Services in Morganton, NC and has 1 year of experience in the finance industry.
Stacey Clark (CRD# 7646786) is an Investment Advisor Representative working at Edward Jones in Linville, NC and has 1 year of experience in the finance industry.
Daniel Collinson (CRD# 7569386) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Morganton, NC and has 1 year of experience in the finance industry.
Cristof Ensslin (CRD# 7793656) is an Investment Advisor Representative working at Pine Ridge Wealth LLC in Burnsville, NC and has 1 year of experience in the finance industry.
Michael Finch (CRD# 7053261) is an Investment Advisor Representative working at Credit Union Investment Services in Burnsville, NC and has over 4 years of experience in the finance industry. Michael Finch 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.
Zachary Green (CRD# 7742319) is an Investment Advisor Representative working at Edward Jones in Burnsville, NC and has 1 year of experience in the finance industry.
Rachel Greene (CRD# 6454958) is an Investment Advisor Representative working at Edward Jones in Lenoir, NC and has 1 year of experience in the finance industry.
Sara Kaldahl (CRD# 7766737) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has 1 year of experience in the finance industry.
Martin Larsen (CRD# 7181409) is an Investment Advisor Representative working at Edward Jones in Rutherfordton, NC and has over 4 years of experience in the finance industry.