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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
Gloria Dios (CRD# 7007780) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 5 years of experience in the finance industry.
Rosemarie Dios (CRD# 1423761) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 38 years of experience in the finance industry.
Theresa Donatelli (CRD# 2358876) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 28 years of experience in the finance industry.
William Downes (CRD# 1209421) is an Investment Advisor Representative working at Valleywood Capital Group, LLC in Madison, CT and has over 37 years of experience in the finance industry.
Christopher Drew (CRD# 5225195) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hampton Bays, NY and has over 10 years of experience in the finance industry.
Roland Driscoll (CRD# 2962998) is an Investment Advisor Representative working at Lpl Financial LLC in Riverhead, NY and has over 26 years of experience in the finance industry.
Sharon Dufresne (CRD# 1608685) is an Investment Advisor Representative working at Avantax Advisory Services in South Lyme, CT and has over 19 years of experience in the finance industry. Sharon 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.
Colin Dugan (CRD# 5422959) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 15 years of experience in the finance industry. Colin Dugan 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.
Bryan Durso (CRD# 6088790) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 8 years of experience in the finance industry.
Jacob Eckart (CRD# 1109220) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 36 years of experience in the finance industry.