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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
Rita Abel (CRD# 2436101) is an Investment Advisor Representative working at Abel Financial Management Company in Eldersburg, MD and has over 30 years of experience in the finance industry. Rita Abel 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.
Patric Barnhart (CRD# 6814257) is an Investment Advisor Representative working at Lpl Financial LLC in Eldersburg, MD and has over 6 years of experience in the finance industry.
Suzanne Bradshaw (CRD# 5730159) is an Investment Advisor Representative working at Edward Jones in Eldersburg, MD and has over 13 years of experience in the finance industry.
Nicholas Cascarino (CRD# 7076868) is an Investment Advisor Representative working at Edward Jones in Eldersburg, MD and has over 4 years of experience in the finance industry.
Ryan King (CRD# 5460445) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Eldersburg, MD and has over 16 years of experience in the finance industry.
Edward Loftice (CRD# 6151525) is an Investment Advisor Representative working at Montgomery Financial in Eldersburg, MD and has over 11 years of experience in the finance industry.
Daniel Miller (CRD# 5904665) is an Investment Advisor Representative working at Prudential Financial Planning Services in Eldersburg, MD and has over 12 years of experience in the finance industry.
John Saffran (CRD# 6280757) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Eldersburg, MD and has over 10 years of experience in the finance industry. John Saffran 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.
Steven Stern (CRD# 5901946) is an Investment Advisor Representative working at Abel Financial Management Company in Eldersburg, MD and has over 8 years of experience in the finance industry. Steven Stern 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.
Renee Russell (CRD# 7315685) is an Investment Advisor Representative working at Edward Jones in Eldersburg, MD and has 1 year of experience in the finance industry.