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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
Tristan Jacobi (CRD# 7027883) is an Investment Advisor Representative working at Cwm Advisory, LLC in Ocean Pines, MD and has over 5 years of experience in the finance industry. Tristan Jacobi 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.
Michael Johnson (CRD# 1539408) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Georgetown, DE and has over 25 years of experience in the finance industry.
Eric Johnston (CRD# 2428749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Georgetown, DE and has over 28 years of experience in the finance industry. Eric Johnston 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.
Alana Keeley (CRD# 5537962) is an Investment Advisor Representative working at Edward Jones in Bethany Beach, DE and has over 15 years of experience in the finance industry.
Bruce Kramer (CRD# 6520828) is an Investment Advisor Representative working at Greenwich Financial Advisors, LLC in Millsboro, DE and has over 8 years of experience in the finance industry.
Antonios Kypreos (CRD# 5010226) is an Investment Advisor Representative working at Axion Financial Group LLC in Bethany Beach, DE and has over 13 years of experience in the finance industry.
Neoklis Kypreos (CRD# 5844589) is an Investment Advisor Representative working at Axion Financial Group LLC in Bethany Beach, DE and has over 13 years of experience in the finance industry.
Troy Lennox (CRD# 2126059) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Berlin, MD and has over 33 years of experience in the finance industry.
Tylor Lennox (CRD# 6934811) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Berlin, MD and has over 5 years of experience in the finance industry.
Michael Loftus (CRD# 3080317) is an Investment Advisor Representative working at Loftus Wealth Strategies in Bethany Beach, DE and has over 25 years of experience in the finance industry.