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Distance Only Towson, 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
William Swartz (CRD# 2348798) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 30 years of experience in the finance industry. William Swartz 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.
Jordan Taylor (CRD# 5807792) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Towson, MD and has over 13 years of experience in the finance industry. Jordan Taylor 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.
Thomas Taylor (CRD# 2758307) is an Investment Advisor Representative working at Chesapeake Financial Advisors in Towson, MD and has over 26 years of experience in the finance industry.
Henry Thomas (CRD# 1186107) is an Investment Advisor Representative working at Equitable Advisors, LLC in Towson, MD and has over 27 years of experience in the finance industry.
Kathryn Thompson (CRD# 6872024) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Towson, MD and has over 5 years of experience in the finance industry.
Paul Tomick (CRD# 4320320) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Towson, MD and has over 23 years of experience in the finance industry.
Danijta Torres-Harris (CRD# 6481948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Towson, MD and has over 7 years of experience in the finance industry.
David Travis (CRD# 2908037) is an Investment Advisor Representative working at Commonwealth Financial Network in Towson, MD and has over 21 years of experience in the finance industry. David Travis 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.
Angela Treff (CRD# 3170457) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Towson, MD and has over 24 years of experience in the finance industry. Angela Treff 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.
Aaron Tyburski (CRD# 6534134) is an Investment Advisor Representative working at Red Oak Financial Group in Towson, MD and has over 6 years of experience in the finance industry.