-
Distance Only Mooresville, NC
-
COMPENSATION Either
-
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
Jared Newman (CRD# 4307181) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mooresville, NC and has over 23 years of experience in the finance industry.
Patrick Nielsen (CRD# 6971474) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 5 years of experience in the finance industry.
Thomas North (CRD# 2545220) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mooresville, NC and has over 28 years of experience in the finance industry. Thomas North 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.
Robert Palmer (CRD# 5611715) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mooresville, NC and has over 15 years of experience in the finance industry.
Penny Paugh (CRD# 2756025) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 27 years of experience in the finance industry.
Darhyl Pulley (CRD# 4881835) is an Investment Advisor Representative working at Lincoln Investment in Mooresville, NC and has over 19 years of experience in the finance industry.
Katie Riegel (CRD# 6861968) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mooresville, NC and has over 6 years of experience in the finance industry.
Susan Riser Whitlock (CRD# 5287262) is an Investment Advisor Representative working at Namcoa in Mooresville, NC and has over 13 years of experience in the finance industry.
Joe Silvas (CRD# 1403440) is an Investment Advisor Representative working at C2 Investment Group in Mooresville, NC and has over 39 years of experience in the finance industry.
Derek Smith (CRD# 2341340) is an Investment Advisor Representative working at Principal Securities, Inc. in Mooresville, NC and has over 30 years of experience in the finance industry.