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Distance Only Potomac, 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
Brett Friedman (CRD# 5033484) is an Investment Advisor Representative working at D&s Wealth Management Group in Potomac, MD and has over 17 years of experience in the finance industry. Brett Friedman 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.
Paul Glashofer (CRD# 1781035) is an Investment Advisor Representative working at Glashofer Financial Advisors in Potomac, MD and has 1 year of experience in the finance industry.
Paul Gloth (CRD# 5283209) is an Investment Advisor Representative working at Pathstone in Potomac, MD and has over 16 years of experience in the finance industry.
Dariana Gordon (CRD# 2700037) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Potomac, MD and has over 28 years of experience in the finance industry.
David Greene (CRD# 2208471) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Potomac, MD and has over 32 years of experience in the finance industry.
Nathan Guy (CRD# 6474341) is an Investment Advisor Representative working at Pathstone in Potomac, MD and has over 8 years of experience in the finance industry.
James Halabi (CRD# 2090316) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 30 years of experience in the finance industry.
Kenneth Hecht (CRD# 2720243) is an Investment Advisor Representative working at Morgan Stanley in Potomac, MD and has over 28 years of experience in the finance industry.
William Hudson (CRD# 3001548) is an Investment Advisor Representative working at Hudson Advisor Services, Inc. in Potomac, MD and has over 22 years of experience in the finance industry. William Hudson 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.
Ashley Iddings (CRD# 4571359) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 20 years of experience in the finance industry.