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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
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.
Bradley Travis (CRD# 5086977) is an Investment Advisor Representative working at Lpl Financial LLC in Lews, DE and has over 17 years of experience in the finance industry. Bradley Travis 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 Vonlindenberg (CRD# 4413069) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lewes, DE and has over 22 years of experience in the finance industry. Christopher Vonlindenberg 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.
Karen Wearden (CRD# 6351293) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 8 years of experience in the finance industry.
Marylou Wellbrockreeves (CRD# 1197015) is an Investment Advisor Representative working at Glen Eagle Advisors, LLC in Lewes, DE and has 1 year of experience in the finance industry. Marylou Wellbrockreeves 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.
Jason Bentley (CRD# 7064127) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 5 years of experience in the finance industry.
Jessica Bimonte (CRD# 7198026) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 4 years of experience in the finance industry.
Kelly Brion (CRD# 3061917) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewes, DE and has over 25 years of experience in the finance industry.
Nannette Grimes (CRD# 7754281) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has 1 year of experience in the finance industry.