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Distance Metro area (25 miles)
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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
Patrick Pollard (CRD# 2350896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bel Air, MD and has over 30 years of experience in the finance industry.
Joshua Pratta (CRD# 6009475) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bel Air, MD and has over 12 years of experience in the finance industry. Joshua Pratta 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.
Joseph Ries (CRD# 2774240) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bel Air, MD and has over 27 years of experience in the finance industry.
Douglas Robinson (CRD# 2818353) is an Investment Advisor Representative working at Douglasbradley LLC in Bel Air, MD and has over 25 years of experience in the finance industry.
Mary Anne Ronk (CRD# 2059898) is an Investment Advisor Representative working at Pnc Investments in Bel Air, MD and has over 23 years of experience in the finance industry.
Ryan Sapp (CRD# 3111244) is an Investment Advisor Representative working at Lpl Financial LLC in Bel Air, MD and has over 23 years of experience in the finance industry.
Michael Schenking (CRD# 1897342) is an Investment Advisor Representative working at Wells Fargo Advisors in Bel Air, MD and has over 35 years of experience in the finance industry. Michael Schenking 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.
Brooks Shertzer (CRD# 6570185) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Bel Air, MD and has over 6 years of experience in the finance industry.
Michael Shuck (CRD# 2531975) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bel Air, MD and has over 29 years of experience in the finance industry. Michael Shuck 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.
Gerrit Shuffstall (CRD# 6328689) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bel Air, MD and has over 9 years of experience in the finance industry.