-
Distance Only Gastonia, 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
Daniel Hudson (CRD# 7434797) is an Investment Advisor Representative working at Avantax Advisory Services in Gastonia, NC and has over 2 years of experience in the finance industry.
Eric Kotecki (CRD# 7710290) is an Investment Advisor Representative working at Credit Union Investment Services in Gastonia, NC and has 1 year of experience in the finance industry. Eric Kotecki 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.
Jaynene Landrum (CRD# 7306847) is an Investment Advisor Representative working at Credit Union Investment Services in Gastonia, NC and has over 3 years of experience in the finance industry.
Johnathan Lowery (CRD# 5289876) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Gastonia, NC and has over 15 years of experience in the finance industry.
Sandi McCarter (CRD# 7666729) is an Investment Advisor Representative working at Edward Jones in Gastonia, NC and has 1 year of experience in the finance industry.
David McDonald (CRD# 7175363) is an Investment Advisor Representative working at Edward Jones in Gastonia, NC and has over 4 years of experience in the finance industry.
Elijah Ochoa (CRD# 7334617) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gastonia, NC and has over 2 years of experience in the finance industry.
Nathaniel Peoples (CRD# 7497374) is an Investment Advisor Representative working at Edward Jones in Gastonia, NC and has over 2 years of experience in the finance industry.
Joshua Peters (CRD# 7459505) is an Investment Advisor Representative working at Edward Jones in Gastonia, NC and has over 2 years of experience in the finance industry.
Jeffrey Thomas (CRD# 6962867) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Gastonia, NC and has over 4 years of experience in the finance industry.