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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
Andrew Howard (CRD# 5851763) is an Investment Advisor Representative working at Edward Jones in Stanley, NC and has over 13 years of experience in the finance industry.
Norman Perkins (CRD# 6924633) is an Investment Advisor Representative working at Edward Jones in Stanley, NC and has over 5 years of experience in the finance industry.
Nicholas St George (CRD# 5050338) is an Investment Advisor Representative working at Lpl Financial LLC in Stanley, NC and has over 18 years of experience in the finance industry. Nicholas St George 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.
Jamin Watson (CRD# 4970705) is an Investment Advisor Representative working at Advice And Planning Services in Stanley, NC and has over 16 years of experience in the finance industry.
Patrick Wittekind (CRD# 1660864) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Stanley, NC and has over 36 years of experience in the finance industry.
Glenn Slezak (CRD# 5618579) is an Investment Advisor Representative working at Edward Jones in Stanley, NC and has 1 year of experience in the finance industry.
Stacie Wolfe (CRD# 2921088) is an Investment Advisor Representative working at Edward Jones in Stanley, NC and has over 23 years of experience in the finance industry.
Scott began his financial services career in 1975. He holds the Certified Portfolio Manager designation (CPM® is a registered service mark of the Academy of Certified Portfolio Managers); is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and holds the Chartered Financial Consultant® (ChFC®) professional designation.
His service in the U.S. Army included tours in Vietnam and Thailand. He was assigned to military intelligence, receiving a Top Secret Cryptographic security clearance.
Scott received a diploma in Risk...
Don Stamas (CRD# 2867492) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 23 years of experience in the finance industry. Don Stamas is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU®).
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....