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Distance Only Ashburn, 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
Cody James (CRD# 7524034) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has 1 year of experience in the finance industry. Cody James 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.
Todd Jorgenson (CRD# 6977273) is an Investment Advisor Representative working at United Brokerage Services Inc. in Ashburn, VA and has 1 year of experience in the finance industry.
Samuel Kerr (CRD# 7617841) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ashburn, VA and has 1 year of experience in the finance industry.
Matthew Lang (CRD# 7406429) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ashburn, VA and has over 2 years of experience in the finance industry.
David Leone (CRD# 5737854) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has over 9 years of experience in the finance industry. David Leone 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.
Kaitlyn Powell (CRD# 7610157) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has 1 year of experience in the finance industry.
Brandon Price (CRD# 7524990) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ashburn, VA and has 1 year of experience in the finance industry.
Elisa Reiner (CRD# 7071536) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has 1 year of experience in the finance industry.
Vera Shaker (CRD# 7113277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ashburn, VA and has over 4 years of experience in the finance industry.
Amy Showalter (CRD# 7574117) is an Investment Advisor Representative working at Arbor Private Wealth, LLC in Ashburn, VA and has 1 year of experience in the finance industry.