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Distance Only Salisbury, MD
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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
Carol Kurtz (CRD# 5663607) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salisbury, MD and has over 11 years of experience in the finance industry.
Genevee Lekites (CRD# 5711953) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 14 years of experience in the finance industry. Genevee Lekites 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.
Kara Lewis (CRD# 5923732) is an Investment Advisor Representative working at Edward Jones in Salisbury, MD and has over 12 years of experience in the finance industry.
Mason Little (CRD# 2123692) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salisbury, MD and has over 33 years of experience in the finance industry.
Daniel Livingston (CRD# 2923687) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has over 26 years of experience in the finance industry. Daniel Livingston 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.
Kyle Livingston (CRD# 5577645) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has over 10 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.
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.
Daniel O'connell (CRD# 5849151) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 13 years of experience in the finance industry.
Randall O'neal (CRD# 5631110) is an Investment Advisor Representative working at Edward Jones in Salisbury, MD and has over 15 years of experience in the finance industry.