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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
Wendy Rust (CRD# 4372457) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 19 years of experience in the finance industry.
William Ryon (CRD# 2317504) is an Investment Advisor Representative working at Private Advisor Group, LLC in Dover, DE and has over 26 years of experience in the finance industry.
Michael Schoenleber (CRD# 2677409) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elkton, MD and has over 28 years of experience in the finance industry.
Tabatha Schury (CRD# 6216847) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bear, DE and has over 10 years of experience in the finance industry. Tabatha Schury 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.
Sarah Schut (CRD# 4465663) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chestertown, MD and has over 8 years of experience in the finance industry. Sarah Schut 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.
Christopher Smith (CRD# 5352533) is an Investment Advisor Representative working at Edward Jones in Dover, DE and has over 15 years of experience in the finance industry.
Craig Socie (CRD# 1032006) is an Investment Advisor Representative working at Prudential Financial Planning Services in Galena, MD and has over 40 years of experience in the finance industry.
Robert Stephens (CRD# 2486276) is an Investment Advisor Representative working at Primerica Advisors in Newark, DE and has over 29 years of experience in the finance industry.
Eric Stone (CRD# 4923954) is an Investment Advisor Representative working at Ect Advisory, LLC in Middletown, DE and has over 16 years of experience in the finance industry. Eric Stone 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.
John Taylor (CRD# 4195320) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Centreville, MD and has over 23 years of experience in the finance industry.