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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
Kathleen Ryan (CRD# 2866844) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Georgetown, DE and has over 27 years of experience in the finance industry. Kathleen Ryan 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.
William Ryon (CRD# 2317504) is an Investment Advisor Representative working at Private Advisor Group, LLC in Dover, DE and has over 26 years of experience in the finance industry.
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.
Joseph Schroen (CRD# 3230352) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Millsboro, DE and has over 24 years of experience in the finance industry.
Ellen Shea (CRD# 1325779) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Rehoboth Beach, DE and has over 39 years of experience in the finance industry. Ellen Shea 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.
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.
Christopher Smith (CRD# 5352533) is an Investment Advisor Representative working at Edward Jones in Dover, DE and has over 15 years of experience in the finance industry.
Sarah Smith (CRD# 6372960) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 9 years of experience in the finance industry.
Donald Stegall (CRD# 5942824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 12 years of experience in the finance industry.
Robert Sturgis (CRD# 5903554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 12 years of experience in the finance industry.