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Distance Metro area (25 miles)
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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 Loftus (CRD# 3080317) is an Investment Advisor Representative working at Loftus Wealth Strategies in Bethany Beach, DE and has over 25 years of experience in the finance industry.
Timothy Lund (CRD# 2313247) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 24 years of experience in the finance industry.
Kimberly Magaha (CRD# 5198218) is an Investment Advisor Representative working at Wealthspire Advisors in Salisbury, MD and has 1 year of experience in the finance industry. Kimberly Magaha 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.
Roger Martinson (CRD# 5966832) is an Investment Advisor Representative working at Edward Jones in Delmar, DE and has over 12 years of experience in the finance industry.
Anna McCormick (CRD# 4135436) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salisbury, MD and has over 21 years of experience in the finance industry.
Leesa Mereider (CRD# 2334526) is an Investment Advisor Representative working at Lpl Financial LLC in Seaford, DE and has over 31 years of experience in the finance industry.
Phyllis Mitchell (CRD# 1001654) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ocean City, MD and has over 41 years of experience in the finance industry. Phyllis Mitchell 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 Montgomery (CRD# 5921383) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 13 years of experience in the finance industry.
Danielle Moore (CRD# 4868715) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salisbury, MD and has over 18 years of experience in the finance industry.
Anna Newton (CRD# 5829482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 13 years of experience in the finance industry.