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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
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.
Pia Calhoun (CRD# 2891666) is an Investment Advisor Representative working at Lpl Financial LLC in Long Neck, DE and has over 26 years of experience in the finance industry. Pia Calhoun 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.
Derek Clifton (CRD# 4887420) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 19 years of experience in the finance industry.
Steven Cooper (CRD# 3274630) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 24 years of experience in the finance industry. Steven Cooper 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.
Jessica Cox (CRD# 4903461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 14 years of experience in the finance industry.
John Crosby (CRD# 1131676) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Cape May Court House, NJ and has over 30 years of experience in the finance industry.
David Crouse (CRD# 1933275) is an Investment Advisor Representative working at Lpl Financial LLC in Lews, DE and has over 30 years of experience in the finance industry.
Patrick Dagostino (CRD# 3005174) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 23 years of experience in the finance industry.