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Distance Only Potomac, 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
Victor Pita (CRD# 4386030) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Potomac, MD and has over 20 years of experience in the finance industry.
Mark Purisch (CRD# 727734) is an Investment Advisor Representative working at Equitable Advisors, LLC in Potomac, MD and has over 36 years of experience in the finance industry.
Eric Schultz (CRD# 1551081) is an Investment Advisor Representative working at Lpl Financial LLC in Potomac, MD and has over 37 years of experience in the finance industry.
William Schwartz (CRD# 2744450) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 27 years of experience in the finance industry. William Schwartz 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.
Gary Sobelman (CRD# 1411148) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 38 years of experience in the finance industry.
John Stanton (CRD# 872266) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 44 years of experience in the finance industry.
Karl Stiegmann (CRD# 6783953) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 6 years of experience in the finance industry. Karl Stiegmann 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.
Gregory Stuart (CRD# 5485878) is an Investment Advisor Representative working at Morgan Stanley in Potomac, MD and has over 13 years of experience in the finance industry.
Geoffrey Tomasetti (CRD# 2585622) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Potomac, MD and has over 27 years of experience in the finance industry.
Zachary Villavicencio (CRD# 6157110) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Potomac, MD and has over 11 years of experience in the finance industry.