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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
Joseph Feldman (CRD# 4485814) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Annapolis, MD and has over 22 years of experience in the finance industry. Joseph Feldman 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.
Maria Fessler (CRD# 2208897) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 32 years of experience in the finance industry.
Steven Filo (CRD# 6236833) is an Investment Advisor Representative working at Osaic Fa, Inc. in Annapolis, MD and has over 10 years of experience in the finance industry.
Henry Filter (CRD# 2804373) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 27 years of experience in the finance industry.
Evan Fishman (CRD# 4613913) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 21 years of experience in the finance industry.
Mark Fitzpatrick (CRD# 6085816) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 11 years of experience in the finance industry.
Yolanda Flores (CRD# 2888925) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 25 years of experience in the finance industry.
Joseph Flynn (CRD# 2637493) is an Investment Advisor Representative working at Flynn Capital Management LLC in Severna Park, MD and has over 25 years of experience in the finance industry.
Karen Foley (CRD# 3004084) is an Investment Advisor Representative working at First Command Advisory Services in Camp Springs, MD and has over 26 years of experience in the finance industry. Karen Foley 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.