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Distance Only Columbia, 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
Joseph Caputo (CRD# 5118602) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 17 years of experience in the finance industry. Joseph Caputo 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 Carlson (CRD# 2756283) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 27 years of experience in the finance industry.
Jeffrey Carlson (CRD# 6614673) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 7 years of experience in the finance industry.
Robert Carpenter (CRD# 1992563) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 34 years of experience in the finance industry.
Julia Catuara (CRD# 2026690) is an Investment Advisor Representative working at Eagle Strategies LLC in Columbia, MD and has over 34 years of experience in the finance industry. Julia Catuara 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.
Genti Cici (CRD# 5214132) is an Investment Advisor Representative working at Invested. in Columbia, MD and has over 15 years of experience in the finance industry. Genti Cici 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.
Charles Cohen (CRD# 5629401) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 15 years of experience in the finance industry.
Jeffrey Cohen (CRD# 2635360) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MD and has over 24 years of experience in the finance industry.
Lissa Collins (CRD# 6203145) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 6 years of experience in the finance industry.
Kevin Cook (CRD# 6591894) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 7 years of experience in the finance industry.