-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Sandra Lawter-Otoole (CRD# 3265657) is an Investment Advisor Representative working at Principal Securities, Inc. in Dover, DE and has over 24 years of experience in the finance industry. Sandra Lawter-Otoole 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 Lightburn (CRD# 6534150) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Chestertown, MD and has over 7 years of experience in the finance industry.
Jason Lim (CRD# 6045640) is an Investment Advisor Representative working at Edward Jones in Elkton, MD and has over 11 years of experience in the finance industry.
John Macielag (CRD# 2156227) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Chestertown, MD and has over 32 years of experience in the finance industry.
James Maguire (CRD# 6700672) is an Investment Advisor Representative working at Primerica Advisors in Newark, DE and has over 7 years of experience in the finance industry.
Regina Mancini (CRD# 2622032) is an Investment Advisor Representative working at Lpl Financial LLC in Newark, DE and has over 27 years of experience in the finance industry.
Lee Margerison (CRD# 2904040) is an Investment Advisor Representative working at Lpl Financial LLC in Newark, DE and has over 25 years of experience in the finance industry.
Bronwyn Martin (CRD# 4270556) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Havre De Grace, MD and has over 23 years of experience in the finance industry.
William Masten (CRD# 2796244) is an Investment Advisor Representative working at Spc in Pennsville, NJ and has over 27 years of experience in the finance industry.
Paul Maynor (CRD# 2786627) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Dover, DE and has over 27 years of experience in the finance industry.