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Financial Consultants in Delaware

Financial Consultants in Lewes, DE

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9 results found

Janet Redman Lewes, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Agent • Sales Agent • Sales Representative • Counselor • Advisor • Project Managers • Operations Manager • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Vice President, Financial Advisor at Lokken Investment Group, LLC
Location:
Lewes, Delaware
Industry:
Investment Management
Work history:
Lokken Investment Group, LLC - Lewes, DEVice President, Financial Advisorsince Feb 2013Merrill Lynch - Rehoboth Beach, DEFinancial Advisor, Chartered Retirement Planning Counselor (CRPC©)Apr 2008 - Feb 2013
Full Profile

Ryan Williamson Lewes, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Client Service Officer • Customer Service • Recruitment

Experience & Education

Work

Company:
Merrill lynch wealth management
Financial advisor
Company:
Management decisions, inc - Atlanta, GA
Direct hire specialist
Full Profile

Michael Shook Lewes, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch, pierce, fenner & smith incorporated - Rehoboth Beach, DE
Financial advisor
Full Profile

David Cpa Lewes, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Morgan stanley smith barney/well fargo advisors - Lewes, DE
Financial advisor
Company:
Supernus pharmaceuticals, inc - Rockville, MD
Chief financial officer
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John Biasiello Lewes, DE

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Recruitment

Experience & Education

Position:
President at Sukay & Associates, Adjunct Professor at Holy Family University
Title:
Financial and Operational Professional in the Insurance Industry. Succession Planning Specialist
Location:
Lewes, Delaware
Industry:
Financial Services
Work history:
Sukay & Associates Presidentsince Oct 2004Holy Family University Adjunct Professorsince Jan 2004
New York Financial Advisor News & Updates
Full Profile

Jonathan Lokken Lewes, DE

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Vice President • Director • Chief Executive • Operations Manager • Financial Manager • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Owner at Lokken Investment Group, LLC.
Title:
Owner, Lokken Investment Group, LLC.
Location:
Lewes, Delaware
Industry:
Investment Management
Work history:
Lokken Investment Group, LLC. Ownersince 2008Merrill Lynch Vice President1999 - Oct 2008
Certifications:
Certified Investment Management Analyst
Financial Advisor at Morgan Stanley
Full Profile

Jacqueline Bonnick Lewes, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Master of Business Administration • Bachelor of Science • Managers

Experience & Education

Work

Company:
Beebe healthcare
Director of patient access
Company:
Schneider regional medical center
Director of patient access
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David Bocchino Rehoboth, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Associate Professor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Chairperson • Manager • Chief Executive • Operations Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Project Managers • Founding Member • Financial Manager • Doctor of Philosophy • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sports Trainer • Sports Trainers • Advisor • Information Technology Specialist • IT Specialist • Sales Representative • Regional Sales Consultant

Experience & Education

Position:
Adjunct Professor at Wilmington University, Faculty Instructor at Osher Lifelong Learning Institute ...
Title:
Financial Consultant/ Top 1% Most Viewed LinkedIn Profiles
Location:
Rehoboth Beach, Delaware
Industry:
Financial Services
Work history:
Wilmington University - Georgetown, DEAdjunct Professorsince Jul 2013Osher Lifelong Learning Institute at the University of Delaware - Lewes and Dover, DEFaculty Instructorsince Jan 2013
Skills:
Retirement Planning, Non-profits, Asset Allocation, Insurance, Wealth Management, Financial...
Languages:
French
Full Profile

Ed Duffy Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Branch Manager at Morgan Stanley Wealth Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Lewes , DEVice President, Branch Managersince Aug 2007
Languages:
Spanish
Branch Manager and Financial Advisor in the Delaware area
Full Profile

Financial Consultants near Lewes, DE01326395265DoverSalisburyBerlinOcean CityMillvilleSmyrnaMiltonSelbyvilleSeafordDagsboro


Financial Consultants around Lewes, DE

Avalon  (1)
Berlin  (8)
Dagsboro  (2)
Delmar  (1)
Denton  (1)
Dover  (61)
Federalsburg  (1)
Frederica  (2)
Fruitland  (1)
Georgetown  (1)
Greensboro  (1)
Harbeson  (1)
Harrington  (1)
Houston  (1)
Laurel  (2)
Leesburg  (1)
Lincoln  (1)
Magnolia  (2)
Millsboro  (2)
Millville  (4)
Milton  (3)
Ocean City  (5)
Salisbury  (19)
Seaford  (2)
Selbyville  (2)
Smyrna  (4)
Stone Harbor  (1)

Financial Consultants in Delaware

Sub-specializations

Financial Consultant  (9)