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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
Charmaine Davis (CRD# 6833707) is an Investment Advisor Representative working at Citizens Securities, Inc. in Middletown, DE and has over 5 years of experience in the finance industry.
Michael Flanagan (CRD# 2206189) is an Investment Advisor Representative working at Abridge Partners, LLC in Middletown, DE and has over 31 years of experience in the finance industry.
Eric Janvier (CRD# 2645038) is an Investment Advisor Representative working at Good Life Advisors, LLC in Middletown, DE and has over 28 years of experience in the finance industry.
Anthony Johnson (CRD# 1459899) is an Investment Advisor Representative working at Edward Jones in Middletown, DE and has over 36 years of experience in the finance industry.
Remo Orsini (CRD# 6515461) is an Investment Advisor Representative working at Edward Jones in Middletown, DE and has over 8 years of experience in the finance industry.
Theodore Quillen (CRD# 4760630) is an Investment Advisor Representative working at Commonwealth Financial Network in Middletown, DE and has over 19 years of experience in the finance industry.
Matthew Riley (CRD# 2914452) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Middletown, DE and has over 26 years of experience in the finance industry.
Eric Stone (CRD# 4923954) is an Investment Advisor Representative working at Ect Advisory, LLC in Middletown, DE and has over 16 years of experience in the finance industry. Eric Stone 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.
Charles Trakas (CRD# 3024642) is an Investment Advisor Representative working at Redwood Private Wealth in Middletown, DE and has over 26 years of experience in the finance industry.
Carlos Ward (CRD# 2208267) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Middletown, DE and has over 32 years of experience in the finance industry. Carlos Ward 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.