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Distance Only Wellesley Hills, MA
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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
Marijo Danis (CRD# 1810615) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 26 years of experience in the finance industry.
Jane Dobisz (CRD# 2933501) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 26 years of experience in the finance industry.
Patrick Donnelly (CRD# 6961157) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 5 years of experience in the finance industry.
Irene Doulos (CRD# 5831109) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 12 years of experience in the finance industry.
Kevin Dowd (CRD# 2379831) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Wellesley Hills, MA and has over 30 years of experience in the finance industry.
Christine Droney (CRD# 4223950) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 23 years of experience in the finance industry.
Arthur Ebersole (CRD# 6315724) is an Investment Advisor Representative working at Ebersole Financial LLC in Wellesley Hills, MA and has 1 year of experience in the finance industry. Arthur Ebersole 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.
Jeffrey Enos (CRD# 6357294) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 8 years of experience in the finance industry.
Mark Feinberg (CRD# 1540872) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 37 years of experience in the finance industry.
Paul Fortini (CRD# 4278570) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 22 years of experience in the finance industry.