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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
Joseph Wilson (CRD# 1555573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 36 years of experience in the finance industry.
Brody Grove (CRD# 6970830) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 4 years of experience in the finance industry.
Dane Krich (CRD# 7416131) is an Investment Advisor Representative working at Odyssey Investments, LLC in Ocean City, MD and has over 2 years of experience in the finance industry.
Samuel Lekites (CRD# 7881692) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Ocean City, MD and has 1 year of experience in the finance industry.
Caitlyn Tierney (CRD# 7227047) is an Investment Advisor Representative working at Avantax Advisory Services in Ocean City, MD and has 1 year of experience in the finance industry. Caitlyn Tierney 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.
Charles Adams (CRD# 6005366) is an Investment Advisor Representative working at Edward Jones in Berlin, MD and has over 11 years of experience in the finance industry.
Joseph Baker (CRD# 5739173) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in Georgetown, DE and has over 14 years of experience in the finance industry. Joseph Baker 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.
John Bennish (CRD# 1574326) is an Investment Advisor Representative working at Edward Jones in Ocean Pines, MD and has over 37 years of experience in the finance industry.
Kimberly Benton (CRD# 5967074) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Millsboro, DE and has over 12 years of experience in the finance industry.
Jerry Booth (CRD# 4401153) is an Investment Advisor Representative working at Lpl Financial LLC in Dagsboro, DE and has over 22 years of experience in the finance industry.