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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
Steven McCartin (CRD# 4507863) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chester, MD and has over 18 years of experience in the finance industry.
James McCleery (CRD# 6705810) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Easton, MD and has over 6 years of experience in the finance industry.
Anna McCormick (CRD# 4135436) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salisbury, MD and has over 21 years of experience in the finance industry.
Chet McWilliams (CRD# 1641284) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Cambridge, MD and has over 35 years of experience in the finance industry.
Leesa Mereider (CRD# 2334526) is an Investment Advisor Representative working at Lpl Financial LLC in Seaford, DE and has over 31 years of experience in the finance industry.
Jonathan Michael (CRD# 4489695) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Chester, MD and has over 21 years of experience in the finance industry.
Bradley Miller (CRD# 5231029) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 17 years of experience in the finance industry.
David Miller (CRD# 1857066) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Easton, MD and has over 34 years of experience in the finance industry. David Miller 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.
Danielle Moore (CRD# 4868715) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salisbury, MD and has over 18 years of experience in the finance industry.
Richard Mullaney (CRD# 4175456) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Queenstown, MD and has over 21 years of experience in the finance industry.