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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
Peni Warren (CRD# 1157535) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 26 years of experience in the finance industry.
Ralph Wendell (CRD# 1455245) is an Investment Advisor Representative working at Gwn Securities Inc. in Bridgeton, NJ and has over 30 years of experience in the finance industry.
Rory White (CRD# 2057065) is an Investment Advisor Representative working at Edward Jones in Havre De Grace, MD and has over 33 years of experience in the finance industry.
Nataliya Zook (CRD# 6762618) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 6 years of experience in the finance industry. Nataliya Zook 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.
Dawn Allen-Pyne (CRD# 6136018) is an Investment Advisor Representative working at Primerica Advisors in Dover, DE and has over 10 years of experience in the finance industry.
Joseph Baczkowski (CRD# 2653987) is an Investment Advisor Representative working at Baczkowski & Company in Elkton, MD and has over 28 years of experience in the finance industry.
Karen Burtis (CRD# 4809881) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North East, MD and has over 10 years of experience in the finance industry.
Joshua Cline (CRD# 6760308) is an Investment Advisor Representative working at Primerica Advisors in Newark, DE and has over 7 years of experience in the finance industry.
Jason Coleman (CRD# 6977342) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodstown, NJ and has over 4 years of experience in the finance industry.
Jose Echeverri (CRD# 1448468) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Frederica, DE and has over 37 years of experience in the finance industry.