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Distance Only Bethesda, 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
Colleen Clements (CRD# 6679930) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 7 years of experience in the finance industry.
Daniel Clements (CRD# 6492699) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 8 years of experience in the finance industry.
Jennifer Cobleigh (CRD# 4485377) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
Philip Cocce (CRD# 6555620) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 8 years of experience in the finance industry.
John Cockrell (CRD# 4355426) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bethesda, MD and has over 8 years of experience in the finance industry.
Daniel Cohen (CRD# 2960336) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
Giselle Colavita (CRD# 4469879) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Todd Cole (CRD# 5679624) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 13 years of experience in the finance industry.
Kevin Colleran (CRD# 3195675) is an Investment Advisor Representative working at Edelman Financial Engines in Bethesda, MD and has over 24 years of experience in the finance industry. Kevin Colleran 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.
Steven Collins (CRD# 2367431) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry.