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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
Richard Ferraro (CRD# 3174570) is an Investment Advisor Representative working at Osaic Institutions, Inc. in White Stone, VA and has over 25 years of experience in the finance industry.
Joseph Filko (CRD# 1002953) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Williamsburg, VA and has over 24 years of experience in the finance industry.
Lawrence Fischer (CRD# 5363556) is an Investment Advisor Representative working at Ashton Royce & Company in Williamsburg, VA and has over 17 years of experience in the finance industry.
Melissa Fletcher (CRD# 6119524) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 5 years of experience in the finance industry.
Alison Foley (CRD# 5439487) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 15 years of experience in the finance industry.
Sherry Germain (CRD# 1878134) is an Investment Advisor Representative working at Davenport & Company LLC in Kilmarnock, VA and has over 35 years of experience in the finance industry.
Melody Glass (CRD# 5696970) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Williamsburg, VA and has over 13 years of experience in the finance industry.
Scott Glaze (CRD# 5533581) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gloucester, VA and has over 15 years of experience in the finance industry.
Nancy Gordon (CRD# 4231680) is an Investment Advisor Representative working at On Point Wealth Strategies LLC in Williamsburg, VA and has over 23 years of experience in the finance industry. Nancy Gordon 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 Gore (CRD# 2877150) is an Investment Advisor Representative working at Level Four Advisory Services in Williamsburg, VA and has over 26 years of experience in the finance industry. Peter Gore 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.