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Distance Only Chestertown, MD
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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
Nicole Caringal (CRD# 2959989) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chestertown, MD and has over 26 years of experience in the finance industry. Nicole Caringal 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 Knight (CRD# 4973099) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Chestertown, MD and has over 18 years of experience in the finance industry.
Katy Lightburn (CRD# 6534150) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Chestertown, MD and has over 7 years of experience in the finance industry.
John Macielag (CRD# 2156227) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Chestertown, MD and has over 32 years of experience in the finance industry.
Kristen Owen (CRD# 6420675) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Chestertown, MD and has over 9 years of experience in the finance industry.
Sarah Schut (CRD# 4465663) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chestertown, MD and has over 8 years of experience in the finance industry. Sarah Schut 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.
Bruce Valliant (CRD# 4026211) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chestertown, MD and has over 24 years of experience in the finance industry.
Mary Valliant (CRD# 727767) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chestertown, MD and has over 29 years of experience in the finance industry.