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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
Steffon Cumberbatch (CRD# 6253856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 2 years of experience in the finance industry.
Fred Dao (CRD# 7801909) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Huntersville, NC and has 1 year of experience in the finance industry.
Randy Farina (CRD# 2610288) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has over 29 years of experience in the finance industry.
James Fill (CRD# 7230821) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 3 years of experience in the finance industry.
Kevin Fogg (CRD# 4440365) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Huntersville, NC and has over 22 years of experience in the finance industry.
Heather Fowler (CRD# 7897983) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has 1 year of experience in the finance industry.
Shauntae Funkhouser (CRD# 7519728) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 2 years of experience in the finance industry.
Austin George (CRD# 7136393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has 1 year of experience in the finance industry.
Scott Gershon (CRD# 5743249) is an Investment Advisor Representative working at Advice And Planning Services in Huntersville, NC and has over 11 years of experience in the finance industry.
Jeri Glazer (CRD# 719333) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntersville, NC and has 1 year of experience in the finance industry. Jeri Glazer 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.