-
Distance Only Gambrills, MD
-
COMPENSATION Either
-
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.
Jodi Jones (CRD# 4820252) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gambrills, MD and has over 4 years of experience in the finance industry.
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.