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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
Melinda Schrum (CRD# 4971004) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Frederick, MD and has over 17 years of experience in the finance industry.
Kathy Schultze (CRD# 3012053) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Frederick, MD and has over 9 years of experience in the finance industry.
Thomas Senseney (CRD# 6226572) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Frederick, MD and has over 10 years of experience in the finance industry.
Carter Shaffer (CRD# 6748338) is an Investment Advisor Representative working at Monocacy Wealth Management, LLC in Frederick, MD and has over 5 years of experience in the finance industry. Carter Shaffer 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.
Mark Smith (CRD# 3046250) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Frederick, MD and has over 19 years of experience in the finance industry.
Timothy Stolz (CRD# 6896913) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has over 6 years of experience in the finance industry. Timothy Stolz 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.
Cindy Streett (CRD# 1142399) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 38 years of experience in the finance industry.
Vicki Studt (CRD# 6688771) is an Investment Advisor Representative working at Primerica Advisors in Frederick, MD and has over 11 years of experience in the finance industry.
Every life event includes a financial decision, and we understand how stressful making those decisions can be. We all want to make good choices that gives us peace of mind and avoid making bad ones that have negative consequences for years to come. We guide people to make good financial choices, which results in a more successful journey.
Stephanie Summers (CRD# 4789829) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Frederick, MD and has over 17 years of experience in the finance industry.
Jenifer Sutton (CRD# 2453700) is an Investment Advisor Representative working at Edward Jones in Frederick, MD and has over 29 years of experience in the finance industry.