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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
Sandra Dee (CRD# 1915614) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carmel, CA and has over 34 years of experience in the finance industry.
Marian Deering (CRD# 3254371) is an Investment Advisor Representative working at Commonwealth Financial Network in Monterey, CA and has over 24 years of experience in the finance industry. Marian Deering 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.
Vince Dimaggio (CRD# 4524347) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Carmel, CA and has over 21 years of experience in the finance industry.
Richard Dole (CRD# 2703435) is an Investment Advisor Representative working at Whistler Asset Management in Sand City, CA and has 1 year of experience in the finance industry.
Joann Donangelo (CRD# 6226148) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry.
Bruce Duarte (CRD# 4119897) is an Investment Advisor Representative working at Primerica Advisors in Watsonville, CA and has over 23 years of experience in the finance industry.
Alexander Duddy (CRD# 5846514) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 13 years of experience in the finance industry.
Caroline Duddy (CRD# 6751108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.
Frank Dyer (CRD# 714057) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 43 years of experience in the finance industry.
Bret Elliott (CRD# 4384060) is an Investment Advisor Representative working at Elliott Financial, LLC in Pacific Grove, CA and has 1 year of experience in the finance industry. Bret Elliott 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.