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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
Kristina Dhountal (CRD# 4974230) is an Investment Advisor Representative working at Edward Jones in Orlando, FL and has over 18 years of experience in the finance industry.
Thomas Dicesare (CRD# 6912216) is an Investment Advisor Representative working at Waverly Advisors, LLC in Lakeland, FL and has over 6 years of experience in the finance industry.
Daniel Djordjevic (CRD# 5021905) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 18 years of experience in the finance industry.
Andrea Dockery (CRD# 2782705) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 27 years of experience in the finance industry.
Carl Dockery (CRD# 4397374) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 22 years of experience in the finance industry.
Isabel Dueri (CRD# 5787285) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orlando, FL and has over 13 years of experience in the finance industry. Isabel Dueri 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.
Robert Dufresne (CRD# 2876587) is an Investment Advisor Representative working at Planned Financial Security in Haines City, FL and has over 25 years of experience in the finance industry. Robert Dufresne 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.
Nathan Dunham (CRD# 4727016) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 24 years of experience in the finance industry. Nathan Dunham 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.
Danielle Durham Chan-Pong (CRD# 6384582) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 5 years of experience in the finance industry.
Dorene Dyer (CRD# 6439492) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Haven, FL and has over 6 years of experience in the finance industry.