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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
Amy Depriester (CRD# 5364258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 14 years of experience in the finance industry.
Phillip Dickson (CRD# 5757493) is an Investment Advisor Representative working at Hd Money, Inc. in Sarasota, FL and has over 9 years of experience in the finance industry.
Stuart Dickson (CRD# 6481690) is an Investment Advisor Representative working at Hd Money, Inc. in Sarasota, FL and has over 9 years of experience in the finance industry.
Veneta Dimitrova (CRD# 6061399) is an Investment Advisor Representative working at Ned Davis Research, Inc. in Sarasota, FL and has over 10 years of experience in the finance industry.
Mary Disher (CRD# 2600626) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Charlotte, FL and has over 26 years of experience in the finance industry. Mary Disher 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.
Joseph Downs (CRD# 2416480) is an Investment Advisor Representative working at Reality Financial Planning Services, LLC in Sarasota, FL and has over 30 years of experience in the finance industry. Joseph Downs 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.
Michael Dubee (CRD# 6955655) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sarasota, FL and has over 5 years of experience in the finance industry.
Robert Duncan (CRD# 2517030) is an Investment Advisor Representative working at Avantax Advisory Services in Port Charlotte, FL and has 1 year of experience in the finance industry.
Christopher Dupee (CRD# 4672762) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 20 years of experience in the finance industry.
Christopher Dwyer (CRD# 4472474) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 10 years of experience in the finance industry.