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Distance Only Leesburg, VA
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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
Mary Lynes (CRD# 1085096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 30 years of experience in the finance industry.
Jeffrey Maged (CRD# 3093816) is an Investment Advisor Representative working at Summit Financial, LLC in Leesburg, VA and has over 25 years of experience in the finance industry. Jeffrey Maged 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.
Abdul Mallick (CRD# 6472161) is an Investment Advisor Representative working at Sampatti Financial LLC in Leesburg, VA and has over 5 years of experience in the finance industry.
Carole Maloney (CRD# 4535127) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leesburg, VA and has over 21 years of experience in the finance industry.
Charles Maloney (CRD# 2435365) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leesburg, VA and has over 30 years of experience in the finance industry.
Fridtjov Markussen (CRD# 4323396) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 23 years of experience in the finance industry. Fridtjov Markussen 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 McDermott (CRD# 3138520) is an Investment Advisor Representative working at Mai Capital Management, LLC in Leesburg, VA and has over 23 years of experience in the finance industry. James McDermott 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.
Denis McGroddy (CRD# 2335351) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leesburg, VA and has over 30 years of experience in the finance industry.
Chad McLane (CRD# 5541608) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 15 years of experience in the finance industry.
Patrick McLane (CRD# 4124287) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 24 years of experience in the finance industry.