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Distance Only Laurel, 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
Jeffrey Klauenberg (CRD# 1110287) is an Investment Advisor Representative working at Corecap Advisors in Laurel, MD and has over 37 years of experience in the finance industry. Jeffrey Klauenberg 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.
Nikita Lodha (CRD# 2948753) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 26 years of experience in the finance industry.
Heather Ramlal (CRD# 6600519) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Laurel, MD and has over 7 years of experience in the finance industry.
Linly Ramlal (CRD# 2959728) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Laurel, MD and has over 26 years of experience in the finance industry.
Ian Seebachan (CRD# 4791271) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 19 years of experience in the finance industry.
Charles Smith (CRD# 6657342) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 7 years of experience in the finance industry.
Kwame Smith (CRD# 5744748) is an Investment Advisor Representative working at Lpl Financial LLC in Laurel, MD and has over 14 years of experience in the finance industry.
Chima Uzobuihe (CRD# 6720012) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Laurel, MD and has over 7 years of experience in the finance industry.
Garrett Dearden (CRD# 7489809) is an Investment Advisor Representative working at Avantax Advisory Services in Laurel, MD and has 1 year of experience in the finance industry.
Youfeng Jiang (CRD# 7159301) is an Investment Advisor Representative working at Beyond Profit And Wealth Consulting in Laurel, MD and has over 5 years of experience in the finance industry. Youfeng Jiang 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.