-
Distance Only Potomac, MD
-
COMPENSATION Either
-
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
Allison Kaplan (CRD# 4858077) is an Investment Advisor Representative working at Pathstone in Potomac, MD and has over 17 years of experience in the finance industry.
Dmitriy Katsnelson (CRD# 6052429) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 10 years of experience in the finance industry.
Christopher Kiessling (CRD# 5897244) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 13 years of experience in the finance industry. Christopher Kiessling 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.
Seong Ho Kim (CRD# 6674403) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 6 years of experience in the finance industry.
Barry Korb (CRD# 4629276) is an Investment Advisor Representative working at Lighthouse Financial Planning, LLC in Potomac, MD and has 1 year of experience in the finance industry. Barry Korb 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.
Bart Lanman (CRD# 4565502) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 23 years of experience in the finance industry. Bart Lanman 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.
Limin Lee (CRD# 3195264) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 25 years of experience in the finance industry.
Leonard Mangiaracina (CRD# 2760935) is an Investment Advisor Representative working at Morgan Stanley in Potomac, MD and has over 26 years of experience in the finance industry.
Laura Markoff (CRD# 4884992) is an Investment Advisor Representative working at Wells Fargo Advisors in Potomac, MD and has over 18 years of experience in the finance industry.
Jake Matysek (CRD# 6459680) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 7 years of experience in the finance industry.