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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
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.
Kimberly Benton (CRD# 5967074) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Millsboro, DE and has over 12 years of experience in the finance industry.
Richard Bertsch (CRD# 1074878) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Ocean City, NJ and has over 40 years of experience in the finance industry. Richard Bertsch 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.
Andrew Bilotta (CRD# 1201281) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Avalon, NJ and has over 40 years of experience in the finance industry. Andrew Bilotta 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.
Jodie Booth (CRD# 4702192) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mamora, NJ and has over 20 years of experience in the finance industry.
William Brooks (CRD# 4856808) is an Investment Advisor Representative working at Cl Wealth Management LLC in Rehoboth Beach, DE and has over 19 years of experience in the finance industry. William Brooks 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.
Stephanie Brown (CRD# 4933707) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Rehoboth Beach, DE and has over 9 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 32 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.
Katy Cleary (CRD# 5875865) is an Investment Advisor Representative working at Lpl Financial LLC in Milton, DE and has over 11 years of experience in the finance industry.