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Distance Only Vienna, VA
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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
Michael Ottomanelli (CRD# 4904173) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 19 years of experience in the finance industry.
Kent Overholt (CRD# 1767736) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 36 years of experience in the finance industry.
Jin Park (CRD# 4042996) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 24 years of experience in the finance industry.
Rebecca Parker (CRD# 1388650) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 38 years of experience in the finance industry.
David Parks (CRD# 1963068) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 34 years of experience in the finance industry.
Heidi Patterson (CRD# 4748864) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Vienna, VA and has over 20 years of experience in the finance industry.
Newton Pendleton (CRD# 2138835) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Vienna, VA and has over 33 years of experience in the finance industry. Newton Pendleton 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.
Angela Perry (CRD# 1598933) is an Investment Advisor Representative working at Pactolus in Vienna, VA and has over 22 years of experience in the finance industry.
Matthew Peterman (CRD# 2973755) is an Investment Advisor Representative working at Lpl Financial LLC in Vienna, VA and has over 26 years of experience in the finance industry.
Matthew Peterson (CRD# 5727586) is an Investment Advisor Representative working at Primerica Advisors in Vienna, VA and has over 14 years of experience in the finance industry.