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Distance Only North Bethesda, MD
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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
Brian Sharp (CRD# 5567923) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 15 years of experience in the finance industry.
Mark Sheinkopf (CRD# 1051443) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 27 years of experience in the finance industry.
Matt Solomon (CRD# 2583095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 29 years of experience in the finance industry.
John Spahn (CRD# 5812530) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 10 years of experience in the finance industry.
Jill Spiegelberg (CRD# 4488143) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 19 years of experience in the finance industry.
David Straus (CRD# 2466774) is an Investment Advisor Representative working at New Potomac Partners LLC in North Bethesda, MD and has over 30 years of experience in the finance industry.
Gordon Sun (CRD# 4915237) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 17 years of experience in the finance industry.
Khy Sweeney (CRD# 6677787) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 5 years of experience in the finance industry.
Silvia Tergas (CRD# 5869310) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 12 years of experience in the finance industry.
Deanna Tomasetti (CRD# 3270340) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 24 years of experience in the finance industry. Deanna Tomasetti 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.