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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
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.
Thomas Dettore (CRD# 1869305) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Amherst, NY and has over 35 years of experience in the finance industry. Thomas Dettore 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.
George Di Matteo (CRD# 1189418) is an Investment Advisor Representative working at Morgan Stanley in Williamsville, NY and has over 28 years of experience in the finance industry.
Robert Dibiase (CRD# 4775112) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clarence Center, NY and has over 20 years of experience in the finance industry.
Michael Dilullo (CRD# 1055416) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 39 years of experience in the finance industry. Michael Dilullo 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.
Vincent Distefano (CRD# 2955745) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orchard Park, NY and has over 26 years of experience in the finance industry.
Emily Dittemore (CRD# 6107390) is an Investment Advisor Representative working at Commonwealth Financial Network in Williamsville, NY and has over 8 years of experience in the finance industry.
Thomas Domin (CRD# 4568435) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Buffalo, NY and has over 21 years of experience in the finance industry. Thomas Domin 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.
Kevin Donaghue (CRD# 6193235) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 7 years of experience in the finance industry.