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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
Thomas Dodd (CRD# 6344249) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Philadelphia, PA and has over 9 years of experience in the finance industry.
Alexandra Donker (CRD# 5756393) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Philadelphia, PA and has over 11 years of experience in the finance industry.
Lauren Doolan (CRD# 6138471) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 11 years of experience in the finance industry.
William Dorman (CRD# 2721266) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Philadelphia, PA and has over 27 years of experience in the finance industry.
James Dornan (CRD# 1372350) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Philadelphia, PA and has over 38 years of experience in the finance industry.
Elijah Dornstreich (CRD# 6014440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Philadelphia, PA and has over 12 years of experience in the finance industry.
James Dotzman (CRD# 1334957) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Philadelphia, PA and has over 14 years of experience in the finance industry. James Dotzman 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.
Craig Dowalo (CRD# 2944822) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Philadelphia, PA and has over 24 years of experience in the finance industry.
Christopher Doyle (CRD# 6276204) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Philadelphia, PA and has over 10 years of experience in the finance industry.
Barbara Drebing (CRD# 2325910) is an Investment Advisor Representative working at Kauffman & Drebing in Philadelphia, PA and has 1 year of experience in the finance industry.