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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
Sean Merlonghi (CRD# 6146825) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 11 years of experience in the finance industry. Sean Merlonghi 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 Metz (CRD# 3223354) is an Investment Advisor Representative working at Metz Capital Management LLC in Lewes, DE and has over 25 years of experience in the finance industry.
David Metz (CRD# 2709464) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cape May, NJ and has over 27 years of experience in the finance industry.
Jay Middleton (CRD# 729104) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 40 years of experience in the finance industry.
Ronald Miller (CRD# 5216637) 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.
Ashley Moore (CRD# 6437546) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cape May Court House, NJ and has over 7 years of experience in the finance industry.
Mark Nehra (CRD# 5511759) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 15 years of experience in the finance industry. Mark Nehra 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.
Gerald Peden (CRD# 4204590) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Georgetown, DE and has over 23 years of experience in the finance industry.
Nathan Petrinec (CRD# 4726268) is an Investment Advisor Representative working at Edward Jones in Ocean City, NJ and has over 19 years of experience in the finance industry.
Steven Pierce (CRD# 3166596) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lewes, DE and has over 24 years of experience in the finance industry.