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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
Donald Hartsoe (CRD# 4252870) is an Investment Advisor Representative working at Edward Jones in Belmont, NC and has over 23 years of experience in the finance industry.
Amy Hayes (CRD# 1186006) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hickory, NC and has over 38 years of experience in the finance industry.
James Hayes (CRD# 2285817) is an Investment Advisor Representative working at Edward Jones in Clover, SC and has over 31 years of experience in the finance industry. James Hayes 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.
Willis Heslep (CRD# 2355948) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Michael Holdenrid (CRD# 6011120) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Holly, NC and has over 10 years of experience in the finance industry.
Terry Hollar (CRD# 1584024) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Hickory, NC and has over 36 years of experience in the finance industry.
Keith Holtsclaw (CRD# 5529957) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hickory, NC and has over 14 years of experience in the finance industry. Keith Holtsclaw 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.
Pamela Horack (CRD# 3172152) is an Investment Advisor Representative working at Pathfinder Planning LLC in Lake Wylie, SC and has over 25 years of experience in the finance industry. Pamela Horack 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.
Andrew Howard (CRD# 5851763) is an Investment Advisor Representative working at Edward Jones in Stanley, NC and has over 13 years of experience in the finance industry.
William Hudson (CRD# 5835577) is an Investment Advisor Representative working at Alphastar Capital Management in Hickory, NC and has over 13 years of experience in the finance industry.