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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
Arnold Abel (CRD# 1582180) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marriottsville, MD and has over 26 years of experience in the finance industry.
James Adair (CRD# 4574314) is an Investment Advisor Representative working at Lpl Financial LLC in Marriottsville, MD and has over 18 years of experience in the finance industry.
Joseph Geier (CRD# 2267993) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has over 31 years of experience in the finance industry.
Patrick Gibbons (CRD# 4636120) is an Investment Advisor Representative working at Lpl Financial LLC in Marriottsville, MD and has over 15 years of experience in the finance industry.
Daniel Mules (CRD# 2693325) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has over 8 years of experience in the finance industry.
Gregory Palacorolla (CRD# 5565694) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has 1 year of experience in the finance industry. Gregory Palacorolla 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.
Patrick Tuma (CRD# 2933086) is an Investment Advisor Representative working at Tuma Financial, LLC in Marriottsville, MD and has over 26 years of experience in the finance industry. Patrick Tuma 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.
Brendan Winkler (CRD# 7046555) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has over 5 years of experience in the finance industry.
Brian Woods (CRD# 4378063) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has 1 year of experience in the finance industry.
Teresa Powell (CRD# 7225152) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marriottsville, MD and has over 3 years of experience in the finance industry.