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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
Aleasha Whipple (CRD# 6380331) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 9 years of experience in the finance industry.
Christopher White (CRD# 2215751) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rehoboth Beach, DE and has over 10 years of experience in the finance industry.
Jennifer Wildman (CRD# 2447553) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 30 years of experience in the finance industry.
Teresa Zipf (CRD# 4883243) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Northfield, NJ and has over 19 years of experience in the finance industry. Teresa Zipf 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.
Jason Bentley (CRD# 7064127) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 5 years of experience in the finance industry.
Kenneth Reese (CRD# 5929688) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 12 years of experience in the finance industry.
David Ali (CRD# 6337159) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Lewes, DE and has over 2 years of experience in the finance industry.
Sandy Alkins (CRD# 2964095) is an Investment Advisor Representative working at Toews Asset Management in Northfield, NJ and has over 23 years of experience in the finance industry.
Joseph Barrett (CRD# 7285646) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Northfield, NJ and has over 3 years of experience in the finance industry. Joseph Barrett 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.
Diane Beamer (CRD# 2218464) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Ocean View, NJ and has over 28 years of experience in the finance industry.