Biography

DOROTHY (DOT) YANDLE,  License # 21452

8037 Corporate Center Drive, Suite 300   Charlotte, NC 28226

PHONE: (704) 543-0690

FAX: (704) 543-7711

EMAIL: yandled@hdvest.net

WEBSITE: www.dyandle.com

Education and Designations

Certified Public Accountant

Personal Financial Specialist

Magna Cum Laude Graduate of Edinboro University

Licenses

FINRA Registered Representative

Series 7. 63, 65 and 66

Life, Accident and Long Term Care Insurance

Securities Licensed: NC, SC, CA, FL, PA, NY, TX, WV, VA

Advisory Licensed: NC, SC, FL, PA

Personal Profile

Registered Representative, H.D. Vest Investment ServicesSM

Mentor Leader for H.D. Vest Investment ServicesSM

Financial Planning Association Member

American Institute of CPAs

North Carolina Association of Certified Public Accountants

 

[Steve Stewart photo]

STEVE STEWART,  License # 35903

8037 Corporate Center Drive, Suite 300   Charlotte, NC 28226

PHONE: (704) 543-0690 x 302

CELL: (704) 975-3984

FAX: (704) 543-7711

EMAIL: sstewart@yandle.com

WEBSITE: www.dyandle.com

Education and Designations

BBA with degree in Accounting from James Madison University (1994)

Certified Six Sigma Green Belt (2009)

Licenses

FINRA Registered Representative

Series 7 and 66

Life, Accident and Long Term Care Insurance

Securities Licensed: NC, SC, VA, WV, MD, TX, PA, TN

Advisory Licensed: NC, SC, VA, WV, TX

Personal Profile

Registered Representative, H.D. Vest Investment ServicesSM