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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
Rachael Berg (CRD# 5121112) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Gambrills, MD and has over 17 years of experience in the finance industry.
Brett Marchand (CRD# 3256172) is an Investment Advisor Representative working at Lpl Financial LLC in Gambrills, MD and has over 24 years of experience in the finance industry. Brett Marchand 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.
James Polucha (CRD# 4120532) is an Investment Advisor Representative working at Lpl Financial LLC in Gambrills, MD and has over 24 years of experience in the finance industry. James Polucha 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.
Dennis Ryan (CRD# 2950372) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Gambrills, MD and has over 26 years of experience in the finance industry. Dennis Ryan 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.
Jonathan Mathews (CRD# 5863412) is an Investment Advisor Representative working at Nautical Financial Planning in Gambrills, MD and has over 13 years of experience in the finance industry. Jonathan Mathews 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.
Olufunke Oyesola (CRD# 7439931) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Gambrills, MD and has over 2 years of experience in the finance industry.
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein 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.
Erik Johnson (CRD# 2185673) is an Investment Advisor Representative working at Private Fund Advisors, Inc. in Arnold, MD and has more than 24 years of experience in the finance industry.
Sergio Abarca Fuente (CRD# 7032841) is an Investment Advisor Representative working at Edward Jones in Chevy Chase, MD and has over 5 years of experience in the finance industry.
Michael Abbenante (CRD# 4605616) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 21 years of experience in the finance industry.