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Distance Only Bethesda, 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
Giselle Colavita (CRD# 4469879) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Todd Cole (CRD# 5679624) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 13 years of experience in the finance industry.
Elizabeth Colgan (CRD# 6206415) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hunt Valley, MD and has over 8 years of experience in the finance industry.
Kevin Colleran (CRD# 3195675) is an Investment Advisor Representative working at Edelman Financial Engines in Bethesda, MD and has over 24 years of experience in the finance industry. Kevin Colleran 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.
Steven Collins (CRD# 2367431) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry.
Curtis Congdon (CRD# 4890245) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 18 years of experience in the finance industry. Curtis Congdon 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.
Kevin Connelly (CRD# 1601277) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 37 years of experience in the finance industry.
Paul Cook (CRD# 2945801) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 20 years of experience in the finance industry.
Paula Cooley (CRD# 6253259) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 10 years of experience in the finance industry. Paula Cooley 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.
Michelle Cooper (CRD# 3072637) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 23 years of experience in the finance industry.