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Distance Only Frederick, 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
Jeremy Kramer (CRD# 6468533) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 8 years of experience in the finance industry.
Lee Kramer (CRD# 1465416) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Frederick, MD and has over 37 years of experience in the finance industry. Lee Kramer 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.
John Krupa (CRD# 2315674) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 7 years of experience in the finance industry. John Krupa 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.
Timothy Kueberth (CRD# 6572002) is an Investment Advisor Representative working at Prudential Financial Planning Services in Frederick, MD and has over 8 years of experience in the finance industry.
Kurt Lalomia (CRD# 1926472) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 29 years of experience in the finance industry. Kurt Lalomia 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 Lane (CRD# 1126084) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frederick, MD and has over 41 years of experience in the finance industry.
Matthew Larsen (CRD# 6099240) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 10 years of experience in the finance industry.
Peter Loysen (CRD# 5222626) is an Investment Advisor Representative working at Edward Jones in Frederick, MD and has over 16 years of experience in the finance industry.
Justin Martin (CRD# 6833745) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Frederick, MD and has over 6 years of experience in the finance industry.