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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
David Roberts (CRD# 5720715) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Purcellville, VA and has over 12 years of experience in the finance industry. David Roberts 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.
Kamalpreet Sidhu (CRD# 7170300) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Purcellville, VA and has over 4 years of experience in the finance industry.
Jessica Doll (CRD# 5969842) is an Investment Advisor Representative working at Reframe Wealth, LLC in Fairfax, VA and has over 12 years of experience in the finance industry. Jessica Doll 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Rena Abdalla (CRD# 4680182) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 19 years of experience in the finance industry.
Nicholas Aberegg (CRD# 5431528) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinsburg, WV and has over 16 years of experience in the finance industry.
Courtney Abrecht (CRD# 5165082) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Frederick, MD and has over 17 years of experience in the finance industry.
Yusuf Abugideiri (CRD# 6051995) is an Investment Advisor Representative working at Yeske Buie Inc. in Vienna, VA and has 1 year of experience in the finance industry. Yusuf Abugideiri 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.
Jeffery Adair (CRD# 2496521) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 29 years of experience in the finance industry.