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Distance Only Columbia, 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
Mark Stinson (CRD# 4541132) is an Investment Advisor Representative working at Cwm, LLC in Columbia, MD and has over 21 years of experience in the finance industry. Mark Stinson 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.
Michael Stokvis (CRD# 5634018) is an Investment Advisor Representative working at Advice And Planning Services in Columbia, MD and has over 14 years of experience in the finance industry.
Willie Tate (CRD# 4353974) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 23 years of experience in the finance industry.
Justin Taylor (CRD# 6205488) is an Investment Advisor Representative working at Mml Investors Services, LLC in Columbia, MD and has over 10 years of experience in the finance industry. Justin Taylor 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.
Alexander Thomas (CRD# 6082951) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 9 years of experience in the finance industry.
Jeffrey Tindall (CRD# 5153806) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 17 years of experience in the finance industry.
Jeffrey Troll (CRD# 4048035) is an Investment Advisor Representative working at Cw Advisors, LLC in Columbia, MD and has 1 year of experience in the finance industry. Jeffrey Troll 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.
Joseph Unangst (CRD# 6895316) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 6 years of experience in the finance industry.
Richard Wagener (CRD# 456270) is an Investment Advisor Representative working at Financial First Advisors, Inc. in Columbia, MD and has over 43 years of experience in the finance industry. Richard Wagener 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.
Victoria Walker (CRD# 6114923) 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.