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Financial Consultants in Delaware

Financial Consultants in Rehoboth, DE

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8 results found

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

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
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James Auwerda Rehoboth, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Chase investment services corporation
Financial advisor
Company:
Gulf coast waste
Sales
Full Profile

Ron Miller Rehoboth, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Title:
Senior Financial Advisor at Merrill Lynch Global Wealth Management
Location:
Rehoboth Beach, Delaware
Industry:
Financial Services
Work history:
Merrill Lynch - Rehoboth Beach, DESenior Financial Advisorsince Sep 2006Valron Vitamins, Inc. - Owned 4 locations.OwnerOct 1994 - Mar 2006
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Jean Nugent Rehoboth, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Posting Clerk • Biller

Experience & Education

Work

Company:
Arnold palmer children's hospital - Orlando, FL
Financial counselor ii
Company:
Shore health systems of maryland - Easton, MD
Insurance billing specialist
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Simon Nadler Rehoboth, DE

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Shop Manager • Vice President • Customer Relations • Partner • District Manager • Sales Manager • Chief Executive • Operations Manager • Region Manager • Customer Service • Client Service Officer • Security • Service Manager • Service Operations Expert • Area Manager • Managers

Experience & Education

Position:
Store Manager, Vice President at Wells Fargo
Title:
Store Manager and Vice President at Wells Fargo
Location:
Rehoboth Beach, Delaware
Industry:
Banking
Work history:
Wells Fargo - Rehoboth Beach, DEStore Manager, Vice Presidentsince Aug 2010Wachovia Bank, N.A. - Wayne, PASenior Financial SpecialistOct 2006 - 2009
Financial Advisor at First Investors Corporation
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Gail Alm Rehoboth, DE

Professions & Specialties

Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Realty broker • Planner • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Mortgage Planning
Work:
Fairway Independent Mortgage Corp
37156 Rehoboth Avenue, Rehoboth Beach, DE 19971
Experience:
11 years years
Licenses:
1422 (Maryland), 22560 (Pennsylvania), 900789 (Delaware), MLO-7061VA (Virginia), MLO150812 (District of Columbia)
..the privilege of becoming a trusted financial advisor so you think of me as an integra..
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Bill Brooks Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Operations Manager

Experience & Education

Position:
Owner at Cuprosper
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Cuprosper - Rehoboth Beach, DEOwnersince Jan 2006Merrill Lynch Financial AdvisorSep 2004 - Nov 2005
Skills:
Credit Unions, Investments, Strategic Planning, Leadership Development, Executive Management,...
Full Profile

Financial Consultants near Rehoboth, DE01326395265DoverSalisburyLewesBerlinOcean CityMillvilleMiltonMillsboroMagnoliaSeaford


Financial Consultants around Rehoboth, DE

Avalon  (1)
Berlin  (8)
Dagsboro  (2)
Delmar  (1)
Denton  (1)
Dover  (61)
Federalsburg  (1)
Frederica  (2)
Fruitland  (1)
Georgetown  (1)
Harbeson  (1)
Harrington  (1)
Houston  (1)
Laurel  (2)
Leesburg  (1)
Lewes  (9)
Lincoln  (1)
Magnolia  (2)
Millsboro  (2)
Millville  (4)
Milton  (3)
Ocean City  (5)
Salisbury  (19)
Seaford  (2)
Selbyville  (2)
Stone Harbor  (1)

Financial Consultants in Delaware

Sub-specializations

Banker  (12)
Financial Consultant  (8)