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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
Donald Stegall (CRD# 5942824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 12 years of experience in the finance industry.
Robert Sturgis (CRD# 5903554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 12 years of experience in the finance industry.
Clark Tatum (CRD# 1386870) is an Investment Advisor Representative working at Lincoln Investment in Millsboro, DE and has over 30 years of experience in the finance industry.
Albert Tedesco (CRD# 1957171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 34 years of experience in the finance industry.
Christopher Theis (CRD# 2453539) is an Investment Advisor Representative working at Commonwealth Financial Network in Millsboro, DE and has over 30 years of experience in the finance industry.
Christopher Thompson (CRD# 6124690) is an Investment Advisor Representative working at Edward Jones in Rehoboth Beach, DE and has over 11 years of experience in the finance industry.
Jeffrey Tidwell (CRD# 6173754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 10 years of experience in the finance industry.
Bradley Travis (CRD# 5086977) is an Investment Advisor Representative working at Lpl Financial LLC in Lewes, DE and has over 17 years of experience in the finance industry. Bradley Travis 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.
Karen Wearden (CRD# 6351293) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 8 years of experience in the finance industry.
Marylou Wellbrockreeves (CRD# 1197015) is an Investment Advisor Representative working at Glen Eagle Advisors, LLC in Lewes, DE and has 1 year of experience in the finance industry. Marylou Wellbrockreeves 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.