-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Charles Bowen (CRD# 27154) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, MD and has over 43 years of experience in the finance industry.
Steven Switlick (CRD# 838288) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Jefferson, MD and has over 37 years of experience in the finance industry.
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein 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.
Jonathan Abbett (CRD# 1817336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 35 years of experience in the finance industry.
Nicholas Aberegg (CRD# 5431528) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinsburg, WV and has over 16 years of experience in the finance industry.
Cornell Abod (CRD# 4686856) is an Investment Advisor Representative working at Beacon Investment Advisors LLC in Gaithersburg, MD and has over 20 years of experience in the finance industry.
Courtney Abrecht (CRD# 5165082) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Frederick, MD and has over 17 years of experience in the finance industry.
Keyan Abrishamkar (CRD# 5064197) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 18 years of experience in the finance industry.
James Ackerman (CRD# 2780227) is an Investment Advisor Representative working at Ackerman Asset Management, LLC in Rockville, MD and has over 25 years of experience in the finance industry.