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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
Gregory Slonaker (CRD# 1336654) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 3 years of experience in the finance industry.
Cody Smith (CRD# 7245840) is an Investment Advisor Representative working at Edward Jones in Rehoboth Beach, DE and has over 4 years of experience in the finance industry.
Glen Stewart (CRD# 7224249) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodbine, NJ and has 1 year of experience in the finance industry.
Samantha Swiderski (CRD# 7669464) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has 1 year of experience in the finance industry.
Philip Tompkins (CRD# 7504364) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 2 years of experience in the finance industry. Philip Tompkins 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.
Anthony Vitagliano (CRD# 7218064) is an Investment Advisor Representative working at Morgan Stanley in Northfield, NJ and has 1 year of experience in the finance industry.
Terry Warrington (CRD# 4252382) is an Investment Advisor Representative working at Morgan Stanley in Rehoboth Beach, DE and has over 8 years of experience in the finance industry.
Michael Weeks (CRD# 2818077) is an Investment Advisor Representative working at Wells Fargo Advisors in Linwood, NJ and has over 26 years of experience in the finance industry. Michael Weeks 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.
Conor Williams (CRD# 7574529) is an Investment Advisor Representative working at Edward Jones in Georgetown, DE and has 1 year of experience in the finance industry.
Sean Wilson (CRD# 6491440) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Somers Point, NJ and has over 7 years of experience in the finance industry.