-
Distance Only Columbia, MD
-
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
Terrence Jones (CRD# 6500684) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 8 years of experience in the finance industry.
William Jones (CRD# 4934986) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbia, MD and has over 18 years of experience in the finance industry.
Gaurika Kapoor (CRD# 6658059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 7 years of experience in the finance industry.
David Kasten (CRD# 2388642) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has over 29 years of experience in the finance industry. David Kasten 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.
Peter Keating (CRD# 3012512) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Columbia, MD and has over 26 years of experience in the finance industry. Peter Keating 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.
John Keeney (CRD# 1794419) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Columbia, MD and has over 32 years of experience in the finance industry.
John Kelly (CRD# 2939947) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has 1 year of experience in the finance industry. John Kelly 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.
James Kerasiotes (CRD# 2601483) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 28 years of experience in the finance industry.
Christopher Kirk (CRD# 5119694) is an Investment Advisor Representative working at Kirk Investment Advisors LLC in Columbia, MD and has over 18 years of experience in the finance industry.
Matthew Klein (CRD# 5270362) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 16 years of experience in the finance industry.