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Distance Only Woodbine, 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
Richard Andrews (CRD# 2735508) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 26 years of experience in the finance industry.
Joseph Gallagher (CRD# 2516132) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 29 years of experience in the finance industry. Joseph Gallagher 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.
Mamie Liu (CRD# 5285060) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 17 years of experience in the finance industry. Mamie Liu 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.
Jeffrey Motsco (CRD# 2277480) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Woodbine, MD and has over 31 years of experience in the finance industry. Jeffrey Motsco 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.
Raymond Patsy (CRD# 1284167) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Woodbine, MD and has over 26 years of experience in the finance industry. Raymond Patsy 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.
Brian Wee (CRD# 5166064) is an Investment Advisor Representative working at Homewood Capital Management East LLC in Woodbine, MD and has over 17 years of experience in the finance industry. Brian Wee 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.
Richard Welsh (CRD# 2070380) is an Investment Advisor Representative working at Lpl Financial LLC in Woodbine, MD and has over 33 years of experience in the finance industry.
Stephen Koda (CRD# 7439503) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 2 years of experience in the finance industry.
John Mead (CRD# 7146694) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Woodbine, MD and has over 4 years of experience in the finance industry.