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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
Karen Baer (CRD# 1375762) is an Investment Advisor Representative working at The Colony Group, LLC in Easton, MD and has over 29 years of experience in the finance industry.
Charles Bailey (CRD# 4582281) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Arnold, MD and has over 21 years of experience in the finance industry.
Christian Batcha (CRD# 2815548) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 26 years of experience in the finance industry.
Patricia Baum (CRD# 1454297) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Annapolis, MD and has over 38 years of experience in the finance industry.
Gregory Beane (CRD# 2095314) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 33 years of experience in the finance industry.
Daniel Beigel (CRD# 6672276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 6 years of experience in the finance industry.
Thomas Benisch (CRD# 2986406) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Baltimore, MD and has over 5 years of experience in the finance industry.
Elizabeth Bennett (CRD# 5589525) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Annapolis, MD and has over 15 years of experience in the finance industry. Elizabeth Bennett 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.
Robert Bennett (CRD# 846798) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Easton, MD and has over 31 years of experience in the finance industry.
Seth Bergen (CRD# 5837745) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Annapolis, MD and has over 9 years of experience in the finance industry. Seth Bergen 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.