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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
Jozsef Szadvari Iii (CRD# 5418663) is an Investment Advisor Representative working at Pnc Investments in Warrenton, VA and has over 16 years of experience in the finance industry.
Kerst Ter Weele (CRD# 4625981) is an Investment Advisor Representative working at Bookends Financial Planning in Rixeyville, VA and has over 21 years of experience in the finance industry.
James Tobias (CRD# 4231573) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Warrenton, VA and has over 21 years of experience in the finance industry.
Deborah Trnka (CRD# 6036993) is an Investment Advisor Representative working at Edward Jones in Haymarket, VA and has over 11 years of experience in the finance industry.
Kevin Underwood (CRD# 4801121) is an Investment Advisor Representative working at Avantax Advisory Services in Gainesville, VA and has over 19 years of experience in the finance industry.
Paul Woodford (CRD# 2896843) is an Investment Advisor Representative working at Pgim Investments LLC in Gainesville, VA and has over 26 years of experience in the finance industry.
Sarah Yakel (CRD# 4637854) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has over 21 years of experience in the finance industry. Sarah Yakel 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.
Timothy Bartz (CRD# 7380618) is an Investment Advisor Representative working at Edward Jones in Haymarket, VA and has over 2 years of experience in the finance industry.
Meredith Bogner (CRD# 7783258) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Orange, VA and has 1 year of experience in the finance industry.