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Distance Only Warrenton, VA
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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
Sarah Yakel (CRD# 4637854) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has over 21 years of experience in the finance industry. Sarah Yakel 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.
Richard Catalfamo (CRD# 7667971) is an Investment Advisor Representative working at Edward Jones in Warrenton, VA and has 1 year of experience in the finance industry.
Sarah Irving (CRD# 7332867) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has 1 year of experience in the finance industry. Sarah Irving 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.
Neha Jadhav (CRD# 3202741) is an Investment Advisor Representative working at Luminous Financial & Tax Advisors LLC in Warrenton, VA and has over 24 years of experience in the finance industry. Neha Jadhav 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.
Jeremy Noel (CRD# 7135539) is an Investment Advisor Representative working at Edward Jones in Warrenton, VA and has over 4 years of experience in the finance industry.
Brent Olson (CRD# 7631713) is an Investment Advisor Representative working at Edward Jones in Warrenton, VA and has 1 year of experience in the finance industry.
Albert Penksa (CRD# 7430312) is an Investment Advisor Representative working at Edward Jones in Warrenton, VA and has over 2 years of experience in the finance industry.
Diane Searles (CRD# 2275748) is an Investment Advisor Representative working at Edward Jones in Warrenton, VA and has over 31 years of experience in the finance industry.
Dolly Suarez (CRD# 7474309) is an Investment Advisor Representative working at Commonwealth Financial Network in Warrenton, VA and has 1 year of experience in the finance industry. Dolly Suarez 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.
Madison Trout (CRD# 6488166) is an Investment Advisor Representative working at Mariner Independent in Warrenton, VA and has over 3 years of experience in the finance industry.