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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
Mitchell Rogers (CRD# 1948963) is an Investment Advisor Representative working at Edward Jones in Millsboro, DE and has over 23 years of experience in the finance industry.
Todd Roselle (CRD# 5001611) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has over 18 years of experience in the finance industry. Todd Roselle 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 Rothe (CRD# 2935003) is an Investment Advisor Representative working at Riverbend Investment Management, LLC in Lewes, DE and has over 26 years of experience in the finance industry.
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.
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.
Norman Scherer (CRD# 2955476) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ocean View, DE and has over 26 years of experience in the finance industry.
Nicholas Shevland (CRD# 6185984) is an Investment Advisor Representative working at Breakwater Wealth Management in Millville, DE and has over 10 years of experience in the finance industry. Nicholas Shevland 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.
Scott Smith (CRD# 2492278) is an Investment Advisor Representative working at Edward Jones in Selbyville, DE and has over 29 years of experience in the finance industry.
Richard Solloway (CRD# 4608040) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bethany Beach, DE and has over 21 years of experience in the finance industry.