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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
Patrick Ortman (CRD# 5422336) is an Investment Advisor Representative working at Ortman Financial Planning in North Bethesda, MD and has over 13 years of experience in the finance industry. Patrick Ortman 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.
Nicholas Over (CRD# 6981731) 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.
Michael Padilla (CRD# 6113523) 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.
Tammy Pan (CRD# 6829375) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 6 years of experience in the finance industry.
Teresa Perryman (CRD# 2858428) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 26 years of experience in the finance industry.
Jan Pretorius (CRD# 5281213) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 17 years of experience in the finance industry.
Renee Pretorius (CRD# 5845754) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 13 years of experience in the finance industry.
Vincent Ratliff (CRD# 5501519) 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.
Jesse Rivas (CRD# 6774215) 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.
Vladislav Romanov (CRD# 2549093) is an Investment Advisor Representative working at Lpl Financial LLC in North Bethesda, MD and has over 29 years of experience in the finance industry.