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Distance Only Rehoboth Beach, 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
James Gamuciello (CRD# 4221972) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 23 years of experience in the finance industry.
Robert Gildea (CRD# 5079367) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rehoboth Beach, DE and has over 18 years of experience in the finance industry.
John Hammett (CRD# 4202643) is an Investment Advisor Representative working at Avantax Advisory Services in Rehoboth Beach, DE and has over 21 years of experience in the finance industry.
Marisa Joelson (CRD# 2664624) is an Investment Advisor Representative working at Savvy in Rehoboth Beach, DE and has over 18 years of experience in the finance industry.
Christopher Johnstone (CRD# 5134802) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 17 years of experience in the finance industry.
Sara Lawson (CRD# 3202138) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Rehoboth Beach, DE and has over 14 years of experience in the finance industry.
Scott Mahoney (CRD# 5027210) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Rehoboth Beach, DE and has over 13 years of experience in the finance industry. Scott Mahoney 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 Mensack (CRD# 2639903) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rehoboth Beach, DE and has over 21 years of experience in the finance industry.
Mark Nehra (CRD# 5511759) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 16 years of experience in the finance industry. Mark Nehra 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 Puglia (CRD# 2926402) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 26 years of experience in the finance industry. Jeffrey Puglia 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.