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Distance Only Rockville, 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
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein 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.
Jonathan Abbett (CRD# 1817336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 35 years of experience in the finance industry.
Keyan Abrishamkar (CRD# 5064197) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 18 years of experience in the finance industry.
James Ackerman (CRD# 2780227) is an Investment Advisor Representative working at Ackerman Asset Management, LLC in Rockville, MD and has over 25 years of experience in the finance industry.
Craig Adams (CRD# 4696984) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 20 years of experience in the finance industry. Craig Adams 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.
Oluseun Adeyemi (CRD# 6825947) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Rockville, MD and has over 6 years of experience in the finance industry.
Eden Akana (CRD# 6865581) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 5 years of experience in the finance industry.
Jason Albino (CRD# 2891263) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 26 years of experience in the finance industry.
Andrew Anderson (CRD# 6516218) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 7 years of experience in the finance industry.
Eric Ashmont (CRD# 6989589) is an Investment Advisor Representative working at Edward Jones in Rockville, MD and has over 5 years of experience in the finance industry.