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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
Renee Kremm (CRD# 4255408) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 23 years of experience in the finance industry.
Holly Kylen (CRD# 2338877) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Bethesda, MD and has over 30 years of experience in the finance industry.
David Levitt (CRD# 6766886) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in North Bethesda, MD and has 1 year of experience in the finance industry. David Levitt 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.
Paul Li (CRD# 6928525) is an Investment Advisor Representative working at Fhl Investment Management Company, LLC in North Bethesda, MD and has 1 year of experience in the finance industry.
Wesley Lindquist (CRD# 6858756) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 6 years of experience in the finance industry.
Patrick Lively (CRD# 2421888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 30 years of experience in the finance industry.
Philip Lowe (CRD# 6892833) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 6 years of experience in the finance industry.
Brenton Luper (CRD# 6680318) 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.
Steven Lvovsky (CRD# 1946811) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 34 years of experience in the finance industry.
Jennifer Maclennan (CRD# 6558884) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has 1 year of experience in the finance industry. Jennifer Maclennan 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.