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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
Cherie Edwards (CRD# 4220040) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 23 years of experience in the finance industry.
Kelly Effland (CRD# 6493043) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Martinsburg, WV and has over 8 years of experience in the finance industry. Kelly Effland 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 Erickson (CRD# 2246751) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Chambersburg, PA and has over 31 years of experience in the finance industry. David Erickson 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.
Darrell Evans (CRD# 6668587) is an Investment Advisor Representative working at Edward Jones in Hagerstown, MD and has over 7 years of experience in the finance industry.
Cindy Everly (CRD# 4855219) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Williamsport, MD and has over 19 years of experience in the finance industry.
John Everson (CRD# 1444818) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinsburg, WV and has over 38 years of experience in the finance industry. John Everson 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.
Frank Fato (CRD# 2768620) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Monrovia, MD and has over 27 years of experience in the finance industry.
Scott Ferguson (CRD# 4668142) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Frederick, MD and has over 20 years of experience in the finance industry.
Herbert Findeisen (CRD# 2668052) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mount Airy, MD and has over 28 years of experience in the finance industry.
Amy Forman (CRD# 5941807) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sharpsburg, MD and has over 12 years of experience in the finance industry.