-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Doran (CRD# 2647985) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New City, NY and has over 28 years of experience in the finance industry. John Doran 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.
Brian Dowery (CRD# 2966258) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, NY and has over 23 years of experience in the finance industry.
Christopher Downey (CRD# 1053442) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 40 years of experience in the finance industry.
Barry Drogy (CRD# 2472829) is an Investment Advisor Representative working at Pendragon Capital Management, Inc. in Fishkill, NY and has over 29 years of experience in the finance industry.
Christopher Drouin (CRD# 4541093) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 21 years of experience in the finance industry.
Edward Dunn (CRD# 2856152) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Katonah, NY and has over 8 years of experience in the finance industry.
James Dunn (CRD# 5312999) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 12 years of experience in the finance industry. James Dunn 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 Dunstan (CRD# 1575567) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 37 years of experience in the finance industry.
Jay Durante (CRD# 5872800) is an Investment Advisor Representative working at Edward Jones in Katonah, NY and has over 13 years of experience in the finance industry.
Michael Durante (CRD# 1751450) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 28 years of experience in the finance industry. Michael Durante 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.