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Distance Only Washington, DC
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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
Dominique Green (CRD# 6275421) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 9 years of experience in the finance industry.
Carey Greenauer (CRD# 4173564) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 23 years of experience in the finance industry.
David Greene (CRD# 5572456) is an Investment Advisor Representative working at Alliancebernstein LP in Washington, DC and has over 15 years of experience in the finance industry. David Greene 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.
Jeffrey Gregorio (CRD# 4422236) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 22 years of experience in the finance industry.
Matthew Grieb (CRD# 6331140) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 9 years of experience in the finance industry. Matthew Grieb 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.
Mallory Griffin (CRD# 6466377) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Washington, DC and has over 9 years of experience in the finance industry. Mallory Griffin 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.
Gabriela Guardia (CRD# 5097158) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 17 years of experience in the finance industry.
Eric Guerrero (CRD# 6702793) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Washington, DC and has over 7 years of experience in the finance industry.
Brendan Guilday (CRD# 5943771) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 11 years of experience in the finance industry.
Lori Gulin (CRD# 4451397) is an Investment Advisor Representative working at Atwood Financial Planning LLC in Washington, DC and has over 22 years of experience in the finance industry. Lori Gulin 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.