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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
Joan Sharp (CRD# 4057582) is an Investment Advisor Representative working at River Family Advisors LLC in Newark, DE and has over 24 years of experience in the finance industry. Joan Sharp 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.
Joshua Shaver (CRD# 5350235) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newark, DE and has over 16 years of experience in the finance industry.
Scott Snyder (CRD# 2757979) is an Investment Advisor Representative working at N1 Advisors in Newark, DE and has over 20 years of experience in the finance industry. Scott Snyder 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 Stalter (CRD# 4766019) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newark, DE and has over 20 years of experience in the finance industry. Charles Stalter 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.
Robert Stephens (CRD# 2486276) is an Investment Advisor Representative working at Primerica Advisors in Newark, DE and has over 29 years of experience in the finance industry.
Daniel Stroud (CRD# 4648467) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newark, DE and has over 20 years of experience in the finance industry. Daniel Stroud 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.
Stephen Target (CRD# 2165521) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newark, DE and has over 32 years of experience in the finance industry.
David Tate (CRD# 6437437) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newark, DE and has over 9 years of experience in the finance industry. David Tate 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.
Stephanie Trentowski (CRD# 6097631) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newark, DE and has over 11 years of experience in the finance industry.
Robert Tuschinski (CRD# 2327963) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newark, DE and has over 30 years of experience in the finance industry.