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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
Kelly Bielski (CRD# 2451975) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 30 years of experience in the finance industry.
Brett Billenstein (CRD# 6209159) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 10 years of experience in the finance industry. Brett Billenstein 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.
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 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.
William Bissett (CRD# 4644966) is an Investment Advisor Representative working at Portus Wealth Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry. William Bissett 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.
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 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 8 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.