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Distance Only Towson, 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
Anthony Assadi (CRD# 4834324) is an Investment Advisor Representative working at Alere Planning LLC in Towson, MD and has over 12 years of experience in the finance industry. Anthony Assadi 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 Atkinson (CRD# 870435) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Towson, MD and has over 44 years of experience in the finance industry.
Kalen Baxter (CRD# 2920908) is an Investment Advisor Representative working at Private Advisor Group, LLC in Towson, MD and has over 26 years of experience in the finance industry. Kalen Baxter 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 Beck (CRD# 1683926) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Towson, MD and has over 36 years of experience in the finance industry.
Michael Beczkowski (CRD# 2174721) is an Investment Advisor Representative working at Bolton Investment in Towson, MD and has over 32 years of experience in the finance industry.
William Benassi (CRD# 1284924) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Towson, MD and has over 39 years of experience in the finance industry.
Christopher Benson (CRD# 6199681) is an Investment Advisor Representative working at L. K. Benson & Company, P.c. in Towson, MD and has 1 year of experience in the finance industry.
Jeffrey Bernfeld (CRD# 6285056) is an Investment Advisor Representative working at Greenspring Advisors, LLC in Towson, MD and has over 10 years of experience in the finance industry. Jeffrey Bernfeld 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 Black (CRD# 1792456) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Towson, MD and has over 34 years of experience in the finance industry.
Julien Blancon (CRD# 6850908) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 6 years of experience in the finance industry.