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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
Colin Page (CRD# 7665378) is an Investment Advisor Representative working at Oakleigh Wealth Services in Crozet, VA and has 1 year of experience in the finance industry. Colin Page 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.
Alexandra Parker (CRD# 7337568) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 3 years of experience in the finance industry.
Christopher Peace (CRD# 7650175) is an Investment Advisor Representative working at Hunter Lewis LLC in Crozet, VA and has 1 year of experience in the finance industry.
Caitlin Persson (CRD# 6723215) is an Investment Advisor Representative working at Lpl Financial LLC in Charlottesville, VA and has over 3 years of experience in the finance industry.
Joseph Piescik (CRD# 7623801) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Charlottesville, VA and has 1 year of experience in the finance industry.
Joanna Pratt (CRD# 4822994) is an Investment Advisor Representative working at Investure, LLC in Charlottesville, VA and has 1 year of experience in the finance industry.
Julija Prousalis (CRD# 7620377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlottesville, VA and has 1 year of experience in the finance industry.
Daisy Rojas (CRD# 7521386) is an Investment Advisor Representative working at Lpl Financial LLC in Charlottesville, VA and has 1 year of experience in the finance industry.
Megan Russell (CRD# 7335965) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has 1 year of experience in the finance industry. Megan Russell 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.
Kevin Schiedel (CRD# 7782220) is an Investment Advisor Representative working at Simplified Retirement in Charlottesville, VA and has 1 year of experience in the finance industry.