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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
Elizabeth Jordan (CRD# 2991457) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 22 years of experience in the finance industry.
Daniel Joss (CRD# 4530542) is an Investment Advisor Representative working at the Joss Financial Group (JFG). JFG is a fee-only Wealth Management firm offering financial life planning and investment management services to a diverse group of clients. Current clients live in Arizona, District of Columbia, Florida, Hawaii, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Virginia, and Washington state. They range from those in the greatest generation to generation Y, who represent the medical and legal professions; private, government, and non-profit sectors; entrepreneurs; business...
Kevin Joyce (CRD# 6083692) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Newport News, VA and has over 11 years of experience in the finance industry.
John Kaine (CRD# 2608249) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport News, VA and has over 28 years of experience in the finance industry.
Michael Keating (CRD# 2428782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 30 years of experience in the finance industry.
Steven Kennedy (CRD# 1405302) is an Investment Advisor Representative working at Lpl Financial LLC in Newport News, VA and has over 38 years of experience in the finance industry.
Najib Khan (CRD# 5522404) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Port News, VA and has over 10 years of experience in the finance industry.
Devon King (CRD# 3159085) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 24 years of experience in the finance industry.
Robert Klingensmith (CRD# 4228962) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 23 years of experience in the finance industry.
Steadman Knight (CRD# 5710274) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Williamsburg, VA and has over 11 years of experience in the finance industry.