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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
Sharon Dilorenzo (CRD# 4646928) is an Investment Advisor Representative working at Mml Investors Services, LLC in Latham, NY and has over 20 years of experience in the finance industry.
Richard Dimaggio (CRD# 2123589) is an Investment Advisor Representative working at Tsa Management Inc. in Clifton Park, NY and has over 33 years of experience in the finance industry.
Thomas Dingley (CRD# 5897266) is an Investment Advisor Representative working at Alphastar Capital Management in Saratoga Springs, NY and has over 13 years of experience in the finance industry.
Frederick Docous (CRD# 6807093) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 5 years of experience in the finance industry.
Edward Dominguez (CRD# 2895589) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 26 years of experience in the finance industry. Edward Dominguez 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.
Sue Donovan (CRD# 708424) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Clifton Park, NY and has over 30 years of experience in the finance industry.
Chloe Duanshi (CRD# 5940465) is an Investment Advisor Representative working at Rockefeller Capital Management in Ny, NY and has over 11 years of experience in the finance industry.
Alexander Dunn (CRD# 6505485) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 8 years of experience in the finance industry.
Bartholomew Earley (CRD# 2510641) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 29 years of experience in the finance industry. Bartholomew Earley 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.
Matthew Easterly (CRD# 5395945) is an Investment Advisor Representative working at Lpl Financial LLC in S. Glens Falls, NY and has over 16 years of experience in the finance industry.