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Distance Only Lewes, DE
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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
Laura Balback (CRD# 6085208) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Lewes, DE and has over 5 years of experience in the finance industry.
Oliver Beck (CRD# 6472283) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 8 years of experience in the finance industry.
Colin Burke (CRD# 5224144) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 17 years of experience in the finance industry.
Joseph Calandra (CRD# 2143994) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lewes, DE and has over 33 years of experience in the finance industry. Joseph Calandra 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.
Derek Clifton (CRD# 4887420) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 19 years of experience in the finance industry.
Steven Cooper (CRD# 3274630) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 24 years of experience in the finance industry. Steven Cooper 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.
Susan Damask (CRD# 4734376) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 16 years of experience in the finance industry. Susan Damask 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 Deja (CRD# 5427070) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 16 years of experience in the finance industry.
David Draper (CRD# 2797621) is an Investment Advisor Representative working at Lpl Financial LLC in Lewes, DE and has over 27 years of experience in the finance industry.
Megan Dupre-Keating (CRD# 4315817) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 23 years of experience in the finance industry.