-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Charles Wolpoff (CRD# 4432165) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 22 years of experience in the finance industry. Charles Wolpoff 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.
Theodore Zamerski (CRD# 2405693) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Bel Air, MD and has over 29 years of experience in the finance industry.
James Lowry (CRD# 5278302) is an Investment Advisor Representative working at Pnc Investments in Bel Air, MD and has over 17 years of experience in the finance industry.
Thomas Abernethy (CRD# 7255006) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bel Air, MD and has over 3 years of experience in the finance industry.
Jacob Adkins (CRD# 6808246) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has 1 year of experience in the finance industry. Jacob Adkins 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.
Michael Bertrand (CRD# 2217748) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has 1 year of experience in the finance industry.
Mandy Bittner (CRD# 3065937) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bel Air, MD and has over 2 years of experience in the finance industry.
Ellie Bockstie (CRD# 7323941) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bel Air, MD and has over 2 years of experience in the finance industry. Ellie Bockstie 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.
Scott Carroll (CRD# 6588672) is an Investment Advisor Representative working at Pnc Investments in Bel Air, MD and has over 5 years of experience in the finance industry.
Michael Clayton (CRD# 7204244) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bel Air, MD and has 1 year of experience in the finance industry.