-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
John Li (CRD# 1015731) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewes, DE and has over 42 years of experience in the finance industry.
Jonathan Lokken (CRD# 2956806) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 26 years of experience in the finance industry.
Craig Lusco (CRD# 2926381) is an Investment Advisor Representative working at Wells Fargo Advisors in Lewes, DE and has over 26 years of experience in the finance industry.
Justin Lynam (CRD# 5270346) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lewes, DE and has over 5 years of experience in the finance industry.
Janet Maher (CRD# 3203800) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 17 years of experience in the finance industry.
Paul Maynor (CRD# 2786627) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Dover, DE and has over 27 years of experience in the finance industry.
Roberts McKeldin (CRD# 5161533) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Dover, DE and has over 17 years of experience in the finance industry.
Leesa Mereider (CRD# 2334526) is an Investment Advisor Representative working at Lpl Financial LLC in Seaford, DE and has over 31 years of experience in the finance industry.
Sean Merlonghi (CRD# 6146825) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 11 years of experience in the finance industry. Sean Merlonghi 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.
Andrew Metz (CRD# 3223354) is an Investment Advisor Representative working at Metz Capital Management LLC in Lewes, DE and has over 25 years of experience in the finance industry.