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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
Aaron Leonard (CRD# 3256565) is an Investment Advisor Representative working at Edward Jones in Greenville, DE and has over 24 years of experience in the finance industry.
Jeffrey Macdonald (CRD# 5491845) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 15 years of experience in the finance industry. Jeffrey Macdonald 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.
Gregory Manara (CRD# 4212270) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 15 years of experience in the finance industry. Gregory Manara 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.
Thomas Mancini (CRD# 1131194) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 40 years of experience in the finance industry.
Kerri Matthews (CRD# 6460902) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, DE and has over 7 years of experience in the finance industry.
Jeffrey McCabe (CRD# 2040131) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Greenville, DE and has over 34 years of experience in the finance industry.
Matthew McDermott (CRD# 2024959) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, DE and has over 26 years of experience in the finance industry.
Chantal Moyer (CRD# 5954163) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, DE and has over 12 years of experience in the finance industry.
Michael Porter (CRD# 2878241) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 26 years of experience in the finance industry.
Gregory Powell (CRD# 732216) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 42 years of experience in the finance industry.