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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
Gary Mott (CRD# 1618187) is an Investment Advisor Representative working at Avantax Advisory Services in Severna Park, MD and has over 27 years of experience in the finance industry.
Richard Osman (CRD# 2202368) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Severna Park, MD and has over 32 years of experience in the finance industry. Richard Osman 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.
David Rosenthal (CRD# 2419160) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Severna Park, MD and has over 30 years of experience in the finance industry. David Rosenthal 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.
Robert Ryder (CRD# 1385076) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Severna Park, MD and has over 38 years of experience in the finance industry.
Stephen Schad (CRD# 2740620) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Severna Park, MD and has over 27 years of experience in the finance industry.
Victor Simon (CRD# 1691641) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Severna Park, MD and has over 32 years of experience in the finance industry.
Karen Steppler-Krieg (CRD# 2842420) is an Investment Advisor Representative working at Edward Jones in Severna Park, MD and has over 23 years of experience in the finance industry.
Amy Taylor (CRD# 1293197) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Severna Park, MD and has over 37 years of experience in the finance industry.
Brandon Weber (CRD# 4592384) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Severna Park, MD and has over 21 years of experience in the finance industry. Brandon Weber 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.
Daniel Klosterman (CRD# 2320025) is an Investment Advisor Representative working at Lpl Financial LLC in Severna Park, MD and has over 23 years of experience in the finance industry.