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Distance Only Matthews, 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
John Alvarez (CRD# 6737014) is an Investment Advisor Representative working at Cuso Financial Services in Matthews, NC and has over 7 years of experience in the finance industry.
Zuzana Ambrova (CRD# 5141118) is an Investment Advisor Representative working at Eagle Strategies LLC in Matthews, NC and has over 13 years of experience in the finance industry.
Brian Baum (CRD# 6772725) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has over 6 years of experience in the finance industry. Brian Baum 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.
Bruce Bevins (CRD# 3152463) is an Investment Advisor Representative working at Lpl Financial LLC in Matthews, NC and has over 25 years of experience in the finance industry.
John Bly (CRD# 5832172) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 13 years of experience in the finance industry.
Thomas Braun (CRD# 1626025) is an Investment Advisor Representative working at Gradient Investments, LLC in Matthews, NC and has over 23 years of experience in the finance industry.
Paul Brown (CRD# 5086266) is an Investment Advisor Representative working at Eagle Strategies LLC in Matthews, NC and has over 18 years of experience in the finance industry.
Julian Busby (CRD# 4270291) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Matthews, NC and has over 22 years of experience in the finance industry.
Martha Catt (CRD# 4250732) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Matthews, NC and has over 23 years of experience in the finance industry.
Joseph Daly (CRD# 60300) is an Investment Advisor Representative working at Stuyvesant Capital Management Corporation in Matthews, NC and has over 40 years of experience in the finance industry.