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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
Kathleen Ryan (CRD# 2866844) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Georgetown, DE and has over 27 years of experience in the finance industry. Kathleen Ryan 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.
William Shettle (CRD# 1399613) is an Investment Advisor Representative working at Philadelphia Investment Management Co in Pocomoke City, MD and has over 38 years of experience in the finance industry.
Robert Sidell (CRD# 808977) is an Investment Advisor Representative working at Lpl Financial LLC in Berlin, MD and has over 43 years of experience in the finance industry.
Elbert Smalls (CRD# 1181701) is an Investment Advisor Representative working at Winyah Financial Services, LLC in Girdletree, MD and has over 34 years of experience in the finance industry.
Scott Smith (CRD# 2492278) is an Investment Advisor Representative working at Edward Jones in Selbyville, DE and has over 29 years of experience in the finance industry.
Craig Socie (CRD# 1032006) is an Investment Advisor Representative working at Prudential Financial Planning Services in Berlin, MD and has over 40 years of experience in the finance industry.
Matthew Spedden (CRD# 2893527) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Preston, MD and has over 5 years of experience in the finance industry.
Glenn Sweeten (CRD# 6279294) is an Investment Advisor Representative working at Lpl Financial LLC in Georgetown, DE and has over 10 years of experience in the finance industry. Glenn Sweeten 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.
Clark Tatum (CRD# 1386870) is an Investment Advisor Representative working at Lincoln Investment in Millsboro, DE and has over 30 years of experience in the finance industry.
Christopher Theis (CRD# 2453539) is an Investment Advisor Representative working at Commonwealth Financial Network in Millsboro, DE and has over 30 years of experience in the finance industry.