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Distance Only Ellicott City, MD
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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
James McGrew (CRD# 2914674) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ellicott City, MD and has 1 year of experience in the finance industry.
Susan Mease (CRD# 5563632) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellicott City, MD and has over 15 years of experience in the finance industry.
David Merkel (CRD# 5517052) is an Investment Advisor Representative working at Aleph Investments, LLC in Ellicott City, MD and has 1 year of experience in the finance industry.
Stephen Molesky (CRD# 1109839) is an Investment Advisor Representative working at Blueprint Wealth Management Inc. in Ellicott City, MD and has over 41 years of experience in the finance industry.
William Morgan (CRD# 2297230) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellicott City, MD and has over 31 years of experience in the finance industry.
Michael Peters (CRD# 2775552) is an Investment Advisor Representative working at Lpl Financial LLC in Ellicott City, MD and has over 27 years of experience in the finance industry.
Pavel Petrash (CRD# 6447003) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ellicott City, MD and has over 8 years of experience in the finance industry. Pavel Petrash 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.
Tanya Rapacz (CRD# 4795967) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in Ellicott City, MD and has 1 year of experience in the finance industry. Tanya Rapacz 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.
Erin Rogers (CRD# 5947817) is an Investment Advisor Representative working at Northrock Partners, LLC in Ellicott City, MD and has over 10 years of experience in the finance industry. Erin Rogers 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.
Jack Rogers (CRD# 6618772) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ellicott City, MD and has over 6 years of experience in the finance industry. Jack Rogers 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.