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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
Roderick Buie (CRD# 4753755) is an Investment Advisor Representative working at Buie Investment Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Jeffrey Bulger (CRD# 3250841) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.
Joel Bunkley (CRD# 6010809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 12 years of experience in the finance industry.
Viktoria Bunkovsky (CRD# 5150003) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Katherine Burak (CRD# 5641876) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry. Katherine Burak 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.
Martin Burch (CRD# 5552598) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Charlotte, NC and has over 14 years of experience in the finance industry.
Frank Burgaretta (CRD# 4952693) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 14 years of experience in the finance industry.
Cynthia Burger (CRD# 3106320) is an Investment Advisor Representative working at Stephens in Charlotte, NC and has over 25 years of experience in the finance industry.
Steven Burger (CRD# 5266961) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry. Steven Burger 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.
Mary Burgess (CRD# 4227743) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kannapolis, NC and has over 18 years of experience in the finance industry.