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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
Philip Chauche (CRD# 4470748) is an Investment Advisor Representative working at Chauche & Associates LLC in Germantown, MD and has 1 year of experience in the finance industry. Philip Chauche 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.
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth in Rockville, MD and has over 17 years of experience in the finance industry.
Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger.
Marguerita is a CFP® professional, a Chartered Retirement Planning Counselor(SM), a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.
As...
Susan Chesson (CRD# 4634753) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Middleburg, VA and has over 12 years of experience in the finance industry. Susan Chesson 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.
Peter Chipouras (CRD# 2411459) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Leesburg, VA and has over 30 years of experience in the finance industry. Peter Chipouras 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 Christy (CRD# 4577507) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 21 years of experience in the finance industry.
Stanley Chronowski (CRD# 2398750) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 24 years of experience in the finance industry.
Michael Clabaugh (CRD# 2125182) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frederick, MD and has over 32 years of experience in the finance industry.
Christopher Claps (CRD# 1835888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 27 years of experience in the finance industry.
Susan Clime (CRD# 4698469) 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.
Richard Clonch (CRD# 4923311) is an Investment Advisor Representative working at Planvest Financial, Inc. in Gaithersburg, MD and has over 18 years of experience in the finance industry. Richard Clonch 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.