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Distance Only Huntersville, NC
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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
Michael Pasalich (CRD# 6464699) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Huntersville, NC and has over 8 years of experience in the finance industry.
Rachel Posner (CRD# 3275176) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 17 years of experience in the finance industry.
Brenda Pressley (CRD# 3250243) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 24 years of experience in the finance industry.
Amanda Rachau (CRD# 5838035) is an Investment Advisor Representative working at Primerica Advisors in Huntersville, NC and has over 13 years of experience in the finance industry.
Cody Rachau (CRD# 5148023) is an Investment Advisor Representative working at Primerica Advisors in Huntersville, NC and has over 17 years of experience in the finance industry.
Amber Robinson (CRD# 4456701) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntersville, NC and has over 22 years of experience in the finance industry. Amber Robinson 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.
Scott Robinson (CRD# 5132346) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntersville, NC and has over 17 years of experience in the finance industry.
Allen Roud (CRD# 5308191) is an Investment Advisor Representative working at Roud Financial Services, LLC in Huntersville, NC and has over 16 years of experience in the finance industry.
Ryan Rubin (CRD# 6335680) is an Investment Advisor Representative working at Edward Jones in Huntersville, NC and has over 7 years of experience in the finance industry.
Craig Rubrecht (CRD# 2837714) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 27 years of experience in the finance industry.