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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
Carol Chaney (CRD# 1949176) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Union Bridge, MD and has over 20 years of experience in the finance industry.
Kil Chang (CRD# 3029003) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gaithersburg, MD and has over 25 years of experience in the finance industry.
Philip Chauche (CRD# 4470748) is an Investment Advisor Representative working at Chauche & Associates LLC in Germantown, MD and has 1 year of experience in the finance industry. Philip Chauche 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.
Mary Beth Chavez (CRD# 3053194) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 17 years of experience in the finance industry.
Brett Chelf (CRD# 2327151) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 30 years of experience in the finance industry.
Peter Chen (CRD# 2811404) is an Investment Advisor Representative working at Advice And Planning Services in Gaithersburg, MD and has over 27 years of experience in the finance industry.
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth in Rockville, MD and has over 17 years of experience in the finance industry.
Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger.
Marguerita is a CFP® professional, a Chartered Retirement Planning Counselor(SM), a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.
As...
Susan Chesson (CRD# 4634753) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Middleburg, VA and has over 12 years of experience in the finance industry. Susan Chesson 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.
Peter Chipouras (CRD# 2411459) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Leesburg, VA and has over 30 years of experience in the finance industry. Peter Chipouras 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.
Brian Chirles (CRD# 4660800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 20 years of experience in the finance industry.