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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
Joseph Dante (CRD# 5553891) is an Investment Advisor Representative working at Edward Jones in Lewiston, NY and has over 12 years of experience in the finance industry.
Alison Davies (CRD# 5860661) is an Investment Advisor Representative working at Fruition Advisors LLC in Berkeley, CA and has over 13 years of experience in the finance industry. Alison Davies 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 Deacon (CRD# 2227302) is an Investment Advisor Representative working at Mccollum Christoferson Group, LLC in Amherst, NY and has over 29 years of experience in the finance industry. William Deacon 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.
Laura Dealy (CRD# 2292722) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Springville, NY and has over 31 years of experience in the finance industry.
Erik Dececco (CRD# 6184357) is an Investment Advisor Representative working at Key Investment Services LLC in Amherst, NY and has over 10 years of experience in the finance industry.
Ian Deluke (CRD# 4969048) is an Investment Advisor Representative working at Morgan Stanley in Buffalo, NY and has over 14 years of experience in the finance industry. Ian Deluke 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.
Patrick Denisco (CRD# 5590200) is an Investment Advisor Representative working at Equitable Advisors, LLC in Williamsville, NY and has over 15 years of experience in the finance industry.
Joshua Dent (CRD# 4670720) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lockpor, NY and has over 20 years of experience in the finance industry.
Caitlin Derose (CRD# 6034660) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Seneca, NY and has over 11 years of experience in the finance industry.
David Desmon (CRD# 66193) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 36 years of experience in the finance industry.