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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.
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.
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.
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.
Kelley Selph (CRD# 3254328) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Salisbury, MD and has over 24 years of experience in the finance industry. Kelley Selph 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.
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.
Michael Sise (CRD# 6189396) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salisbury, MD and has over 10 years of experience in the finance industry. Michael Sise 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.
Justin Smith (CRD# 5720711) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 10 years of experience in the finance industry.
Matthew Spedden (CRD# 2893527) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Preston, MD and has over 5 years of experience in the finance industry.