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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
Shabri Moore (CRD# 2894381) is an Investment Advisor Representative working at Commonwealth Financial Network in Frederick, MD and has over 17 years of experience in the finance industry. Shabri Moore 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Jerry Carey (CRD# 40444) is an Investment Advisor Representative working at Park Avenue Securities LLC in Frederick, MD and has over 23 years of experience in the finance industry.
Anneliese D'souza (CRD# 2557137) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Frederick, MD and has over 13 years of experience in the finance industry. Anneliese D'souza 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.
Scott Geisbert (CRD# 4706173) is an Investment Advisor Representative working at H. Beck, Inc. in Frederick, MD and has over 14 years of experience in the finance industry. Scott Geisbert 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.
Sidney Huguenin (CRD# 1485901) is an Investment Advisor Representative working at Morgan Stanley in Frederick, MD and has over 31 years of experience in the finance industry. Sidney Huguenin 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.
Jennifer Johnson (CRD# 2582938) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Frederick, MD and has over 17 years of experience in the finance industry. Jennifer Johnson 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.
Thomas Tavenner (CRD# 2883973) is an Investment Advisor Representative working at Tavenner Financial, LLC in Frederick, MD and has over 20 years of experience in the finance industry. Thomas Tavenner 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 Williamson (CRD# 2051432) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Frederick, MD and has over 27 years of experience in the finance industry. John Williamson 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.
Brian Young (CRD# 2819583) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Frederick, MD and has over 21 years of experience in the finance industry. Brian Young 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.
Terri Almacy (CRD# 2579047) is an Investment Advisor Representative working at Cetera Advisors LLC in Frederick, MD and has over 18 years of experience in the finance industry.