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Distance Only Greenville, DE
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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
Kevin Flatley (CRD# 6967617) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 5 years of experience in the finance industry.
Luke Hoffman (CRD# 7758960) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has 1 year of experience in the finance industry.
Mackenzie Johnson (CRD# 6668988) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 4 years of experience in the finance industry.
Courtney Kimp (CRD# 6231801) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 3 years of experience in the finance industry.
Timothy Lynch (CRD# 6082279) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 11 years of experience in the finance industry. Timothy Lynch 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.
Peter Mayer (CRD# 6662677) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 6 years of experience in the finance industry.
Winfred Nemlin (CRD# 7379053) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 2 years of experience in the finance industry.
Justin Obrien (CRD# 7644965) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has 1 year of experience in the finance industry.
Melissa Ray (CRD# 7226453) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 3 years of experience in the finance industry.
Alexis Simon (CRD# 7441041) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 2 years of experience in the finance industry.