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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
Stephen Tan (CRD# 7197565) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Columbia, MD and has 1 year of experience in the finance industry.
Leonardo Toledo (CRD# 7199880) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Columbia, MD and has over 4 years of experience in the finance industry.
Sarah Topping (CRD# 7016732) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Columbia, MD and has over 4 years of experience in the finance industry.
James Urich (CRD# 7287295) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 3 years of experience in the finance industry.
Zane Verbrugge (CRD# 7648048) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Columbia, MD and has 1 year of experience in the finance industry.
Parul Verma (CRD# 7434019) 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.
Jamie Waldren (CRD# 2217422) is an Investment Advisor Representative working at Jn Private Wealth Management LLC in Columbia, MD and has over 32 years of experience in the finance industry. Jamie Waldren 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 Walter (CRD# 5290167) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Columbia, MD and has over 5 years of experience in the finance industry.
Zachary Weisenthal (CRD# 7686444) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Columbia, MD and has 1 year of experience in the finance industry.
Eric Wells (CRD# 5207899) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Columbia, MD and has over 17 years of experience in the finance industry.