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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
Charles Utz (CRD# 4218698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 23 years of experience in the finance industry.
James Veale (CRD# 2852780) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Huntersville, NC and has over 27 years of experience in the finance industry.
Daniel Venegoni (CRD# 5116694) 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.
Andrew Walter (CRD# 2876114) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Huntersville, NC and has over 27 years of experience in the finance industry.
Deidra Willis (CRD# 6100110) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Huntersville, NC and has over 10 years of experience in the finance industry.
Donald Wolf (CRD# 5514970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntersville, NC and has over 5 years of experience in the finance industry.
Edward Wood (CRD# 2940109) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 26 years of experience in the finance industry. Edward Wood 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.
Martha Wright (CRD# 1541822) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 37 years of experience in the finance industry.
Mia Ziring (CRD# 4032804) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 24 years of experience in the finance industry.