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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
Stephen Petrie (CRD# 2702541) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 28 years of experience in the finance industry.
Thomas Phillips (CRD# 2238211) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 32 years of experience in the finance industry. Thomas Phillips 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.
Assaf Pinchas (CRD# 2618726) is an Investment Advisor Representative working at Allegiance Financial Group in Vienna, VA and has over 29 years of experience in the finance industry. Assaf Pinchas 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.
Mark Pollak (CRD# 4236689) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 23 years of experience in the finance industry.
Sarah Pollinger (CRD# 3015336) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 21 years of experience in the finance industry.
Gregory Popera (CRD# 1383426) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 38 years of experience in the finance industry.
Nancy Potter (CRD# 1494734) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 28 years of experience in the finance industry.
Howard Pressman (CRD# 3207375) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 25 years of experience in the finance industry. Howard Pressman 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.
Slobodanka Radulovic (CRD# 6578059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 7 years of experience in the finance industry.
Malini Raswant (CRD# 4303651) is an Investment Advisor Representative working at Lpl Financial LLC in Vienna, VA and has over 23 years of experience in the finance industry.