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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
Michael Klenck (CRD# 2349007) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mooresville, NC and has over 30 years of experience in the finance industry.
Stephen Krise (CRD# 1008696) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Mooresville, NC and has over 42 years of experience in the finance industry.
Jason Lail (CRD# 4074715) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hickory, NC and has over 24 years of experience in the finance industry.
James Lalor (CRD# 6042766) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Denver, NC and has over 11 years of experience in the finance industry.
Stephen Lamb (CRD# 5938659) is an Investment Advisor Representative working at Horter Investment Management, LLC in Davidson, NC and has over 13 years of experience in the finance industry.
Jennifer Lambert (CRD# 5819553) is an Investment Advisor Representative working at Lpl Financial LLC in Statesville, NC and has over 13 years of experience in the finance industry.
Craig Langston (CRD# 6612126) is an Investment Advisor Representative working at Edward Jones in Wilkesboro, NC and has over 8 years of experience in the finance industry.
Lee Larson (CRD# 4758758) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Mooresville, NC and has over 19 years of experience in the finance industry.
Richard Leader (CRD# 730325) is an Investment Advisor Representative working at Transform Wealth, LLC in Winston Salem, NC and has over 43 years of experience in the finance industry.
Ioulia Link (CRD# 5647947) is an Investment Advisor Representative working at Credit Union Investment Services in Mooresville, NC and has over 15 years of experience in the finance industry. Ioulia Link 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.