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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
Denny Aguilar (CRD# 6047278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 2 years of experience in the finance industry.
Jacob Astalos (CRD# 7813950) is an Investment Advisor Representative working at Municap Inc. in Columbia, MD and has 1 year of experience in the finance industry.
Garrett Atkins (CRD# 7702947) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has 1 year of experience in the finance industry.
Michael Belfiore (CRD# 7572537) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has 1 year of experience in the finance industry.
Rahul Bhatti (CRD# 7355582) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Columbia, MD and has over 2 years of experience in the finance industry.
Zachary Boleyn (CRD# 5805191) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Columbia, MD and has over 5 years of experience in the finance industry. Zachary Boleyn 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.
Trey Book (CRD# 7625120) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has 1 year of experience in the finance industry.
Greyson Boozer (CRD# 6822937) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 4 years of experience in the finance industry.
Jenna Breon (CRD# 7259420) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 2 years of experience in the finance industry.
Alexander Brown (CRD# 6275644) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbia, MD and has over 3 years of experience in the finance industry.