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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
Andrew Merchant (CRD# 5296286) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 16 years of experience in the finance industry.
Jeffrey Miller (CRD# 5465165) is an Investment Advisor Representative working at Courage Miller Partners, LLC in Norfolk, VA and has over 16 years of experience in the finance industry.
Heather Miller Tokarz (CRD# 5274497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norfolk, VA and has over 17 years of experience in the finance industry.
James Mills (CRD# 2056817) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 33 years of experience in the finance industry. James Mills 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.
Patrick Moore (CRD# 2046005) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Norfolk, VA and has over 30 years of experience in the finance industry.
William Moore (CRD# 1927182) is an Investment Advisor Representative working at Mos Capital, Inc. in Norfolk, VA and has over 35 years of experience in the finance industry.
B. Wistar Morris (CRD# 5393880) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 16 years of experience in the finance industry.
Jonathan Morris (CRD# 4003870) is an Investment Advisor Representative working at Cerity Partners LLC in Norfolk, VA and has over 18 years of experience in the finance industry.
Richard Morrow (CRD# 2516635) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 29 years of experience in the finance industry.
Alisha Muroni (CRD# 6341571) is an Investment Advisor Representative working at First Command Advisory Services in Norfolk, VA and has over 9 years of experience in the finance industry. Alisha Muroni 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.