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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
Jennifer Kling (CRD# 7263669) is an Investment Advisor Representative working at Edward Jones in La Plata, MD and has over 3 years of experience in the finance industry.
Leanne Lakes (CRD# 6237839) is an Investment Advisor Representative working at Grove Point Advisors, LLC in La Plata, MD and has over 4 years of experience in the finance industry.
Reese Mona (CRD# 6950431) is an Investment Advisor Representative working at Morgan Stanley in La Plata, MD and has over 2 years of experience in the finance industry.
Christine Parker (CRD# 2888902) is an Investment Advisor Representative working at Parker Financial, LLC in La Plata, MD and has over 17 years of experience in the finance industry. Christine Parker 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.
Jessica Repasi (CRD# 6428687) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in La Plata, MD and has 1 year of experience in the finance industry.
John Salan (CRD# 4625748) is an Investment Advisor Representative working at Avantax Advisory Services in La Plata, MD and has over 21 years of experience in the finance industry.
Jessica Doll (CRD# 5969842) is an Investment Advisor Representative working at Reframe Wealth, LLC in Fairfax, VA and has over 12 years of experience in the finance industry. Jessica Doll 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Cathy Achter (CRD# 1468255) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 32 years of experience in the finance industry.
Gordon Achtermann (CRD# 1685657) is an Investment Advisor Representative working at Your Best Path, LLC in Annandale, VA and has over 36 years of experience in the finance industry. Gordon Achtermann 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.
Jeffery Adair (CRD# 2496521) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 29 years of experience in the finance industry.