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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
Steven Cleveland (CRD# 2208470) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 32 years of experience in the finance industry.
Douglas Coe (CRD# 5491856) is an Investment Advisor Representative working at Mariner Independent in Annapolis, MD and has over 15 years of experience in the finance industry. Douglas Coe 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.
Stacy Coldwell (CRD# 4175523) is an Investment Advisor Representative working at Pnc Investments in Salisbury, MD and has over 23 years of experience in the finance industry.
Donald Collett (CRD# 3167701) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 24 years of experience in the finance industry.
Kevin Collison (CRD# 2986220) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 24 years of experience in the finance industry.
David Connolly (CRD# 2869388) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Easton, MD and has over 26 years of experience in the finance industry.
Troy Cook (CRD# 6121171) is an Investment Advisor Representative working at Valuewealth Services, LLC in Annapolis, MD and has over 6 years of experience in the finance industry.
Matthew Costa (CRD# 5596516) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has 1 year of experience in the finance industry. Matthew Costa 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.
Jessica Costello (CRD# 2781609) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 25 years of experience in the finance industry.
Kevin Cotherman (CRD# 6088153) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 10 years of experience in the finance industry.