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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
Suzanne Heron (CRD# 6744157) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 7 years of experience in the finance industry.
Jacob Heyser (CRD# 6653877) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 5 years of experience in the finance industry.
Peter J Ierardi (CRD# 2283513) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, DE and has over 31 years of experience in the finance industry.
Richard Jakotowicz (CRD# 4244055) is an Investment Advisor Representative working at Benchmark Financial, LLC in Greenville, DE and has over 16 years of experience in the finance industry. Richard Jakotowicz 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.
Heidi Jones (CRD# 3015345) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 12 years of experience in the finance industry.
Shurdonna Joseph (CRD# 5569791) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 15 years of experience in the finance industry. Shurdonna Joseph 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.
Matthew Lagoy (CRD# 4736398) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 20 years of experience in the finance industry. Matthew Lagoy 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.
Jeremy Lambert (CRD# 5156008) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 17 years of experience in the finance industry.
Thomas Leary (CRD# 848347) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 41 years of experience in the finance industry.
Aaron Leonard (CRD# 3256565) is an Investment Advisor Representative working at Edward Jones in Greenville, DE and has over 24 years of experience in the finance industry.