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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
Jason Young (CRD# 4604338) is an Investment Advisor Representative working at Creative Planning in Waxhaw, NC and has over 21 years of experience in the finance industry. Jason Young 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.
Reagan Brittain (CRD# 7712530) is an Investment Advisor Representative working at Ascendant Capital Research, Ltd. in Waxhaw, NC and has over 2 years of experience in the finance industry.
Gennaro Cicalese (CRD# 6375825) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Waxhaw, NC and has over 2 years of experience in the finance industry.
Cambell Conard (CRD# 7696339) is an Investment Advisor Representative working at Shepherd Wealth Partners in Waxhaw, NC and has 1 year of experience in the finance industry.
Staci Howell (CRD# 6364217) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waxhaw, NC and has over 9 years of experience in the finance industry.
Andrew Vanalstyne (CRD# 7739686) is an Investment Advisor Representative working at Fiduciary Financial Advisors in Waxhaw, NC and has 1 year of experience in the finance industry.
Benjamin Woodall (CRD# 7460736) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Waxhaw, NC and has 1 year 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....