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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
Joan Giacomini (CRD# 7241774) 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.
Cory Grant (CRD# 5641676) 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.
Jeremy Greenberg (CRD# 7149101) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 2 years of experience in the finance industry.
Margaret Hall (CRD# 7144501) 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.
Charlotte Huger (CRD# 7178331) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 4 years of experience in the finance industry.
Marcus Kindervater (CRD# 7785453) 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.
Lisa Kolbasowski (CRD# 5340069) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 4 years of experience in the finance industry.
Matthew Koppelman (CRD# 7306541) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 3 years of experience in the finance industry.
Marlena Lameo (CRD# 7248140) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has 1 year of experience in the finance industry.
Sophie Leahy (CRD# 6477491) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has 1 year of experience in the finance industry. Sophie Leahy 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.