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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
Michael Wisinski (CRD# 2926541) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Charlottesville, VA and has over 26 years of experience in the finance industry.
Chenchen Yin (CRD# 6274815) is an Investment Advisor Representative working at Lpl Financial LLC in Charlottesville, VA and has over 8 years of experience in the finance industry.
Edwin Yowell (CRD# 3086459) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlottesville, VA and has over 25 years of experience in the finance industry.
John Zaleski (CRD# 2599118) is an Investment Advisor Representative working at Level Four Advisory Services in Culpeper, VA and has over 29 years of experience in the finance industry.
Kirsten Ashbaugh, Cfp(r) (CRD# 7245833) is an Investment Advisor Representative working at Private Advisor Group, LLC in Charlottesville, VA and has over 3 years of experience in the finance industry. Kirsten Ashbaugh, Cfp(r) 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.
Gregory Bartleski (CRD# 6478785) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Charlottesville, VA and has over 8 years of experience in the finance industry.
Meredith Bogner (CRD# 7783258) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Orange, VA and has 1 year of experience in the finance industry.
Maria Bolanos Wong (CRD# 7537920) is an Investment Advisor Representative working at Manchester Capital Management LLC in Charlottesville, VA and has 1 year of experience in the finance industry.
Caitlin Borland (CRD# 5710459) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlottesville, VA and has over 14 years of experience in the finance industry.
Matthew Borland (CRD# 7435716) is an Investment Advisor Representative working at A. N. Culbertson & Company, Inc. in Charlottesville, VA and has over 2 years of experience in the finance industry.