-
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
Daniel Duffey (CRD# 6900920) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Windsor, CT and has over 5 years of experience in the finance industry.
Charles Dufour (CRD# 1279085) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Woodstock, CT and has over 7 years of experience in the finance industry.
Sofia Dumansky (CRD# 4823558) is an Investment Advisor Representative working at Eagle Strategies LLC in Windsor, CT and has over 16 years of experience in the finance industry.
Maria Duncan (CRD# 2502799) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 6 years of experience in the finance industry. Maria Duncan 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.
Matthew Dunn (CRD# 5880659) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in West Springfield, MA and has over 13 years of experience in the finance industry.
Stephen Duval (CRD# 2257087) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Hadley, MA and has over 31 years of experience in the finance industry.
James Eagan (CRD# 6008578) is an Investment Advisor Representative working at Key Investment Services LLC in West Springfield, MA and has over 12 years of experience in the finance industry.
Gregory Ebbeling (CRD# 5152869) is an Investment Advisor Representative working at Seb Financial Services, LLC in Worcester, MA and has 1 year of experience in the finance industry.
Latimer Eddy (CRD# 2581148) is an Investment Advisor Representative working at L. B. Eddy in Westfield, MA and has over 29 years of experience in the finance industry. Latimer Eddy 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.
Ronald Eleveld (CRD# 1019537) is an Investment Advisor Representative working at Financial Advantage Advisors Company in Windsor, CT and has over 37 years of experience in the finance industry.