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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
Anneliese D'souza (CRD# 2557137) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Frederick, MD and has over 19 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.
Michael Dailey (CRD# 6555598) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 8 years of experience in the finance industry.
Eric Dallavalle (CRD# 2939276) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Frederick, MD and has over 23 years of experience in the finance industry.
John Dallavalle (CRD# 1671261) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Frederick, MD and has over 30 years of experience in the finance industry.
Gabriella Damiano (CRD# 6330103) is an Investment Advisor Representative working at Edward Jones in Frederick, MD and has over 8 years of experience in the finance industry.
Susan Edmiston (CRD# 4187782) is an Investment Advisor Representative working at Edward Jones in Frederick, MD and has over 23 years of experience in the finance industry.
Cherie Edwards (CRD# 4220040) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 23 years of experience in the finance industry.
Scott Ferguson (CRD# 4668142) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Frederick, MD and has over 20 years of experience in the finance industry.
David Frank (CRD# 3095112) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Frederick, MD and has over 25 years of experience in the finance industry.
John Funderburk (CRD# 6038544) is an Investment Advisor Representative working at Wealthcare Financial Group, Inc. in Frederick, MD and has over 11 years of experience in the finance industry.