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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
Zoran Smiljanic (CRD# 6873172) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 6 years of experience in the finance industry.
Andrew Smith (CRD# 3148469) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 25 years of experience in the finance industry. Andrew Smith 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.
Isaiah Smith (CRD# 4003717) is an Investment Advisor Representative working at Alphastar Capital Management in Huntersville, NC and has over 24 years of experience in the finance industry.
James Soloman (CRD# 5032615) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 18 years of experience in the finance industry.
Jason Soloman (CRD# 4931345) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 18 years of experience in the finance industry.
Scott Stimson (CRD# 5364768) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 11 years of experience in the finance industry.
Wallace Sutton (CRD# 1240377) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 36 years of experience in the finance industry.
Marco Tejada (CRD# 2664088) is an Investment Advisor Representative working at Advice And Planning Services in Huntersville, NC and has over 28 years of experience in the finance industry.
Pete Trontis (CRD# 4653251) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has 1 year of experience in the finance industry.
Dyron Trotman (CRD# 6263826) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 10 years of experience in the finance industry.