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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
Jeffrey Montgomery (CRD# 5921383) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 13 years of experience in the finance industry.
Mark Nehra (CRD# 5511759) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 15 years of experience in the finance industry. Mark Nehra 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.
Anna Newton (CRD# 5829482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 13 years of experience in the finance industry.
Zachary Newton (CRD# 6708530) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 7 years of experience in the finance industry.
Gerald Peden (CRD# 4204590) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Georgetown, DE and has over 23 years of experience in the finance industry.
Steven Pierce (CRD# 3166596) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lewes, DE and has over 24 years of experience in the finance industry.
Alicia Popham (CRD# 3045428) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewes, DE and has over 11 years of experience in the finance industry.
Ellen Powers (CRD# 1023784) is an Investment Advisor Representative working at Ellen Powers Consulting Inc. in Lewes, DE and has 1 year of experience in the finance industry.
Jeffrey Puglia (CRD# 2926402) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 26 years of experience in the finance industry. Jeffrey Puglia 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.
Franklin Raines (CRD# 4147086) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ocean View, DE and has over 23 years of experience in the finance industry.