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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
Gary Samuelson (CRD# 5780544) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Huntersville, NC and has over 13 years of experience in the finance industry.
Matthew Sandberg (CRD# 6636153) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 7 years of experience in the finance industry. Matthew Sandberg 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.
Thaddeus Sargent (CRD# 1855200) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 35 years of experience in the finance industry.
Matthew Seiter (CRD# 5189037) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Huntersville, NC and has over 17 years of experience in the finance industry.
Daniel Sexton (CRD# 5736626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 14 years of experience in the finance industry.
Matthew Shahady (CRD# 5472030) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Huntersville, NC and has over 16 years of experience in the finance industry.
Jason Shell (CRD# 3248179) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Huntersville, NC and has over 24 years of experience in the finance industry. Jason Shell 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 Shepherd (CRD# 1971144) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Huntersville, NC and has over 31 years of experience in the finance industry.
Bryan Sherrill (CRD# 5512973) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Huntersville, NC and has over 15 years of experience in the finance industry.
Cynthia Sisneros (CRD# 6415375) is an Investment Advisor Representative working at Primerica Advisors in Huntersville, NC and has over 9 years of experience in the finance industry.