-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Sandro Aristil (CRD# 4818269) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 6 years of experience in the finance industry.
Susan Arnett (CRD# 6462536) is an Investment Advisor Representative working at Choreo, LLC in Charlotte, NC and has over 6 years of experience in the finance industry. Susan Arnett 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.
Jennifer Astles (CRD# 5014047) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concord, NC and has over 18 years of experience in the finance industry.
Marcus Atkinson (CRD# 2591551) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 29 years of experience in the finance industry.
Vincenzo Atkinson (CRD# 6700652) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.
Robin Augustin (CRD# 2635962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 28 years of experience in the finance industry.
Cindy Autry (CRD# 5584435) is an Investment Advisor Representative working at Onedigital Investment Advisors in Winston Salem, NC and has over 15 years of experience in the finance industry.
Brian Bach (CRD# 1535253) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 37 years of experience in the finance industry.
Rob Bacharach (CRD# 6756055) is an Investment Advisor Representative working at Iht Wealth Management LLC in Cornelius,, NC and has over 7 years of experience in the finance industry. Rob Bacharach 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.
Robert Bacon (CRD# 6365726) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.