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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
Bonnie Bailey (CRD# 6695693) is an Investment Advisor Representative working at Cwm, LLC in Hagerstown, MD and has over 7 years of experience in the finance industry. Bonnie Bailey 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.
Stephen Baker (CRD# 2817456) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Winchester, VA and has over 27 years of experience in the finance industry.
Elmo Ball (CRD# 5040831) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winchester, VA and has over 18 years of experience in the finance industry.
Barry Bass (CRD# 4503355) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hagerstown, MD and has over 19 years of experience in the finance industry. Barry Bass 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.
Luke Becker (CRD# 2801823) is an Investment Advisor Representative working at Pnc Investments in Hagerstown, MD and has over 27 years of experience in the finance industry.
Randy Beeman (CRD# 3027730) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Winchester, VA and has over 26 years of experience in the finance industry.
Mitchell Belella (CRD# 6304989) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Hagerstown, MD and has over 7 years of experience in the finance industry. Mitchell Belella 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.
David Berish (CRD# 852590) is an Investment Advisor Representative working at The Dienekes Corporation in Purcellville, VA and has over 15 years of experience in the finance industry.
Tristan Bliesner (CRD# 5206253) is an Investment Advisor Representative working at Arbor Point Advisors in Sterling, VA and has over 17 years of experience in the finance industry.
Jonathan Bodwell (CRD# 4715199) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Martinsburg, WV and has over 20 years of experience in the finance industry.