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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
Michael Kreimer (CRD# 1451905) is an Investment Advisor Representative working at AssetWise Financial Group in Charlotte, NC and has over 36 years of experience in the finance industry. Michael Kreimer 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Don Stamas (CRD# 2867492) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 23 years of experience in the finance industry. Don Stamas is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU®).
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....
Gregory Abbracciamento (CRD# 5343110) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 4 years of experience in the finance industry.
Steven Abels (CRD# 4205168) is an Investment Advisor Representative working at The Financial Legacy Group in Charlotte, NC and has over 22 years of experience in the finance industry.
Selena Abraham (CRD# 3088936) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 23 years of experience in the finance industry.
Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Charlotte, NC and has over 34 years of experience in the finance industry.
Neal Acharya (CRD# 6424613) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 8 years of experience in the finance industry.
George Acheampong (CRD# 5982867) is an Investment Advisor Representative working at Capitalwize, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
Kelley Acosta (CRD# 3078361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 24 years of experience in the finance industry.