-
Distance Only Columbia, MD
-
COMPENSATION Either
-
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
Derek Otremba (CRD# 2875380) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Columbia, MD and has over 27 years of experience in the finance industry.
Zachary Payton (CRD# 5374785) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, MD and has over 10 years of experience in the finance industry. Zachary Payton 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.
Amanda Piper (CRD# 5771949) is an Investment Advisor Representative working at Wagener-lee, LLC in Columbia, MD and has over 14 years of experience in the finance industry.
Richard Plant (CRD# 2699464) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 28 years of experience in the finance industry.
Matthew Porter (CRD# 5509175) is an Investment Advisor Representative working at Patuxent Financial Partners, LLC in Columbia, MD and has over 14 years of experience in the finance industry. Matthew Porter 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.
Eliezer Rappaport (CRD# 6668324) is an Investment Advisor Representative working at Prudential Financial Planning Services in Columbia, MD and has over 7 years of experience in the finance industry.
Dennis Reisher (CRD# 5638940) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 14 years of experience in the finance industry.
Keenan Rice (CRD# 5431989) is an Investment Advisor Representative working at Municap Inc. in Columbia, MD and has over 16 years of experience in the finance industry.
Wylie Rice (CRD# 6963037) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 5 years of experience in the finance industry.
Sean Rippen (CRD# 4993936) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 18 years of experience in the finance industry.