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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
James Whalen (CRD# 5876202) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has over 11 years of experience in the finance industry. James Whalen 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.
Jason Bentley (CRD# 7064127) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 5 years of experience in the finance industry.
Kenneth Reese (CRD# 5929688) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 12 years of experience in the finance industry.
David Ali (CRD# 6337159) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Lewes, DE and has over 2 years of experience in the finance industry.
Diane Beamer (CRD# 2218464) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Ocean View, NJ and has over 28 years of experience in the finance industry.
Zainab Bilgrami (CRD# 7269883) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Ocean City, NJ and has over 3 years of experience in the finance industry.
Jessica Bimonte (CRD# 7198026) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 4 years of experience in the finance industry.
Jacquelyn Blue (CRD# 4625639) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Rehoboth Beach, DE and has over 20 years of experience in the finance industry.
Kelly Brion (CRD# 3061917) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewes, DE and has over 25 years of experience in the finance industry.
Kieran Clucas (CRD# 7724228) is an Investment Advisor Representative working at Commonwealth Financial Network in Millsboro, DE and has 1 year of experience in the finance industry.