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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
Darin Roser (CRD# 2171658) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Easton, MD and has over 16 years of experience in the finance industry.
Daniel Rowles (CRD# 4748143) is an Investment Advisor Representative working at Private Advisor Group, LLC in Dover, DE and has over 20 years of experience in the finance industry. Daniel Rowles 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.
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.
Kathleen Ryan (CRD# 2866844) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Georgetown, DE and has over 27 years of experience in the finance industry. Kathleen Ryan 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.
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.
Lou Satchell (CRD# 2309446) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Easton, MD and has over 30 years of experience in the finance industry.
Thomas Saxon (CRD# 2725556) is an Investment Advisor Representative working at Lpl Financial LLC in Easton, MD and has over 28 years of experience in the finance industry.
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.
Christina Seidel (CRD# 2758259) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 7 years of experience in the finance industry.
Elizabeth Sherbert (CRD# 2671250) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Easton, MD and has over 16 years of experience in the finance industry.