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Distance Only North East, 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
Stephen Berkeridge (CRD# 6215818) is an Investment Advisor Representative working at Avantax Advisory Services in North East, MD and has over 9 years of experience in the finance industry.
Michael Forcade (CRD# 5562938) is an Investment Advisor Representative working at Edward Jones in North East, MD and has over 15 years of experience in the finance industry.
Raymond Heidel (CRD# 3180344) is an Investment Advisor Representative working at Five Rivers Financial Advisors, LLC in North East, MD and has over 26 years of experience in the finance industry. Raymond Heidel 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.
Benjamin Huber (CRD# 7061951) is an Investment Advisor Representative working at Five Rivers Financial Advisors, LLC in North East, MD and has 1 year of experience in the finance industry. Benjamin Huber 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.
Karen Burtis (CRD# 4809881) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North East, MD and has over 10 years of experience in the finance industry.