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Distance Only New Haven, CT
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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
John Deleo (CRD# 5443352) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 16 years of experience in the finance industry.
Elena Dixon (CRD# 1978355) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Haven, CT and has over 10 years of experience in the finance industry.
Kieran Doherty (CRD# 4753903) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 20 years of experience in the finance industry.
Carl Donatello (CRD# 1123983) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 22 years of experience in the finance industry.
James Dorney (CRD# 2997467) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 26 years of experience in the finance industry.
Patrick Duff (CRD# 1192139) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 40 years of experience in the finance industry.
Thomas Ellis (CRD# 1489242) is an Investment Advisor Representative working at Washington Trust Advisors in New Haven, CT and has over 13 years of experience in the finance industry.
Richard Eng (CRD# 1049900) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 37 years of experience in the finance industry.
James English (CRD# 839460) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 32 years of experience in the finance industry.
Danny Ferreira (CRD# 5176836) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 17 years of experience in the finance industry.