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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
Jorge Dias (CRD# 4911622) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southbury, CT and has over 16 years of experience in the finance industry.
Jose Diaz (CRD# 6175117) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Danbury, CT and has over 10 years of experience in the finance industry. Jose Diaz 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.
Kathryn Dilg (CRD# 4469488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 22 years of experience in the finance industry.
Jennifer Dipietro (CRD# 3185217) is an Investment Advisor Representative working at Lpl Financial LLC in Waterbury, CT and has over 22 years of experience in the finance industry.
Maximus Disesa (CRD# 6108215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 11 years of experience in the finance industry. Maximus Disesa 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.
William Dobbins (CRD# 2465825) is an Investment Advisor Representative working at Independent Financial Group, LLC in Norfolk, CT and has over 26 years of experience in the finance industry. William Dobbins 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.
Nancy Dobrzanski (CRD# 4501489) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southbury, CT and has over 21 years of experience in the finance industry.
Michael Dolan (CRD# 2463234) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 30 years of experience in the finance industry.
Alberto Dominguez (CRD# 5063309) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Poughkeepsie, NY and has over 16 years of experience in the finance industry. Alberto 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.
John Donnelly (CRD# 6171476) is an Investment Advisor Representative working at Key Investment Services LLC in Copake, NY and has over 8 years of experience in the finance industry.