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Distance Only Phoenix, 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
Graham Bauer (CRD# 4885669) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Phoenix, MD and has over 8 years of experience in the finance industry. Graham Bauer 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.
Matthew Boltz (CRD# 4445428) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Phoenix, MD and has over 22 years of experience in the finance industry.
Elizabeth Braun (CRD# 2564039) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Phoenix, MD and has over 16 years of experience in the finance industry.
Kelly Dunston (CRD# 4533365) is an Investment Advisor Representative working at Raskin Global Inc. in Phoenix, MD and has over 21 years of experience in the finance industry.
Scott Falkowitz (CRD# 3054074) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Phoenix, MD and has over 23 years of experience in the finance industry.
George Hayes (CRD# 2299367) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Phoenix, MD and has over 29 years of experience in the finance industry.
Kevin Henneman (CRD# 6814950) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Phoenix, MD and has over 6 years of experience in the finance industry.
Joshua Itzoe (CRD# 4764403) is an Investment Advisor Representative working at Fiduciarydirections in Phoenix, MD and has over 20 years of experience in the finance industry. Joshua Itzoe 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.
Megan Kopka (CRD# 5380442) is an Investment Advisor Representative working at Apprise Wealth Management LLC in Phoenix, MD and has over 16 years of experience in the finance industry.
Andrew Leedom (CRD# 3098143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Phoenix, MD and has over 25 years of experience in the finance industry.