-
Distance Only Ocean City, MD
-
COMPENSATION Either
-
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
Timothy Lund (CRD# 2313247) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 24 years of experience in the finance industry.
Phyllis Mitchell (CRD# 1001654) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ocean City, MD and has over 41 years of experience in the finance industry. Phyllis Mitchell 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.
Jeffrey Montgomery (CRD# 5921383) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 12 years of experience in the finance industry.
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.
Patrick Sears (CRD# 6638755) 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.
Brian Selzer (CRD# 5110321) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 17 years of experience in the finance industry.
Christine Selzer (CRD# 4316528) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 23 years of experience in the finance industry.
Steven Sweigert (CRD# 5587426) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ocean City, MD and has over 15 years of experience in the finance industry.
Michael Truitt (CRD# 1201845) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 39 years of experience in the finance industry.