-
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
Mia Barnes (CRD# 3167079) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntersville, NC and has over 25 years of experience in the finance industry.
Patrick Barnett (CRD# 4963179) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, NC and has over 15 years of experience in the finance industry. Patrick Barnett 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.
Hugo Bartell (CRD# 5942742) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
Mandy Barton (CRD# 4818383) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 12 years of experience in the finance industry.
Elizabeth Bartunek (CRD# 4976763) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cornelius, NC and has over 18 years of experience in the finance industry.
Jason Beckley (CRD# 5906779) is an Investment Advisor Representative working at Advisory Services Network in Hickory, NC and has over 12 years of experience in the finance industry.
William Bell (CRD# 2529798) is an Investment Advisor Representative working at Edward Jones in Hickory, NC and has over 29 years of experience in the finance industry.
Wayne Bellinger (CRD# 5728698) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry.
Elaine Bennett (CRD# 4442852) is an Investment Advisor Representative working at Park Avenue Securities LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
Robert Benton (CRD# 6928217) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 5 years of experience in the finance industry.