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Distance Metro area (25 miles)
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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
Karen Foley (CRD# 3004084) is an Investment Advisor Representative working at First Command Advisory Services in Camp Springs, MD and has over 26 years of experience in the finance industry. Karen Foley 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.
Roger Follis (CRD# 2653439) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 28 years of experience in the finance industry.
Jordan Forney (CRD# 6156849) is an Investment Advisor Representative working at Alliancebernstein LP in Washington, DC and has over 8 years of experience in the finance industry.
James Fowkes (CRD# 2232589) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 29 years of experience in the finance industry.
Andrew Freedenberg (CRD# 5572871) is an Investment Advisor Representative working at Morgan Stanley in Rockville, MD and has over 9 years of experience in the finance industry. Andrew Freedenberg 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.
Guillermo Garcia (CRD# 4513160) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 21 years of experience in the finance industry.
Michel Girardi (CRD# 1101575) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hunt Valley, MD and has over 41 years of experience in the finance industry.
Tammy Gladstone (CRD# 4001072) is an Investment Advisor Representative working at State Farm Investment Management Corp. in California, MD and has over 11 years of experience in the finance industry.
William Godfrey (CRD# 7046238) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Washington, DC and has over 5 years of experience in the finance industry.