Katie Jamil, CFP
Cornerstone Wealth Group, LLC
Certified Financial Planner in Huntersville, NC
Address:16810 Kenton Drive, Suite 200
Huntersville, NC 28078
About Katie Jamil
Katie Jamil is a financial professional at Cornerstone Wealth Group, LLC located in Huntersville, North Carolina. Katie Jamil holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Katie Jamil provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Katie Jamil16810 Kenton Drive, Suite 200
Huntersville, NC 28078
Phone Number:
Click to Show
Website:
http://www.cwgadvisors.com/
Looking for a financial advisor located near Huntersville, North Carolina? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.