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Distance Only Sparks, 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
Luis Padilla (CRD# 4628614) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Sparks, MD and has over 20 years of experience in the finance industry.
Robin Patalon (CRD# 4464101) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 22 years of experience in the finance industry. Robin Patalon 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 Pitz (CRD# 3212518) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sparks, MD and has over 22 years of experience in the finance industry.
Andrew Thompson (CRD# 4565928) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 21 years of experience in the finance industry. Andrew Thompson 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.
Jerrin Toomey (CRD# 6914493) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 6 years of experience in the finance industry. Jerrin Toomey 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.
Kellie Walter (CRD# 2874889) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 26 years of experience in the finance industry.
Sam Beritela (CRD# 6043738) is an Investment Advisor Representative working at Sunlight Peaks Financial Partners, LLC in Sparks, MD and has 1 year of experience in the finance industry.
Nicholas Distefano (CRD# 6708286) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has 1 year of experience in the finance industry.
James Francis (CRD# 7668306) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has 1 year of experience in the finance industry.
Hope Fribush (CRD# 7311426) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 3 years of experience in the finance industry.