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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
Kyle Tosh (CRD# 6534464) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 7 years of experience in the finance industry. Kyle Tosh 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.
Beth Venit (CRD# 4900421) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 18 years of experience in the finance industry. Beth Venit 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.
Matthew Villani (CRD# 5243380) 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.
Christopher Vollmer (CRD# 5134592) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 16 years of experience in the finance industry.
Thomas Walsh (CRD# 4883848) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Bethesda, MD and has over 19 years of experience in the finance industry.
Daniel Webster (CRD# 1767390) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 28 years of experience in the finance industry.
Michael Williams (CRD# 5550513) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 11 years of experience in the finance industry.
Evan Winik (CRD# 4814683) 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.
Frank Alexander (CRD# 7268545) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 3 years of experience in the finance industry.
Ryan Arseneault (CRD# 7633180) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has 1 year of experience in the finance industry.