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Distance Only Germantown, 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
Paul Sortino (CRD# 5347994) is an Investment Advisor Representative working at Esi Financial Advisors in Germantown, MD and has over 16 years of experience in the finance industry. Paul Sortino 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.
Kelly Walter (CRD# 6117288) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Germantown, MD and has over 7 years of experience in the finance industry.
Jeffrey Yeakle (CRD# 2818198) is an Investment Advisor Representative working at My Wealth Management, Inc. in Germantown, MD and has over 27 years of experience in the finance industry. Jeffrey Yeakle 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.
Hossameldin Abdelkarim (CRD# 7459214) is an Investment Advisor Representative working at Poise Investment Advisors in Germantown, MD and has over 3 years of experience in the finance industry.
Robyn Crossan (CRD# 4259742) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Germantown, MD and has over 20 years of experience in the finance industry.
Katherine Kohler (CRD# 5201458) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Germantown, MD and has over 4 years of experience in the finance industry.
Sherif Othman (CRD# 7459174) is an Investment Advisor Representative working at Poise Investment Advisors in Germantown, MD and has over 3 years of experience in the finance industry.
Xavier Snead (CRD# 7440101) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Germantown, MD and has over 2 years of experience in the finance industry.
Marco Soto (CRD# 5857551) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Germantown, MD and has over 13 years of experience in the finance industry.
Bradford Yeakle (CRD# 6921341) is an Investment Advisor Representative working at My Wealth Management, Inc. in Germantown, MD and has over 6 years of experience in the finance industry.