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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
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.
Harvey Samachson (CRD# 1907196) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Lewes, DE and has over 35 years of experience in the finance industry.
John Simeone (CRD# 4213242) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lewes, DE and has over 23 years of experience in the finance industry. John Simeone 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.
Sarah Smith (CRD# 6372960) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 9 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.
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.
Glenn Sweeten (CRD# 6279294) is an Investment Advisor Representative working at Lpl Financial LLC in Georgetown, DE and has over 10 years of experience in the finance industry. Glenn Sweeten 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.
Daniel Tidwell (CRD# 828885) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Georgetown, DE and has over 39 years of experience in the finance industry.
Michael Tolliver (CRD# 6129399) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Dover, DE and has over 11 years of experience in the finance industry. Michael Tolliver 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.