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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
Sergio Decurtis (CRD# 2216864) is an Investment Advisor Representative working at Edelman Financial Engines in Providence, RI and has over 32 years of experience in the finance industry.
Penny Deeb (CRD# 4513890) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 16 years of experience in the finance industry.
Justin Deutsch (CRD# 4079675) is an Investment Advisor Representative working at Weybosset Research & Management, LLC in Providence, RI and has over 13 years of experience in the finance industry.
Nelson Dias (CRD# 5680247) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 14 years of experience in the finance industry.
Richard Dichiaro (CRD# 67219) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 18 years of experience in the finance industry.
Robert Dicolo (CRD# 1439843) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 38 years of experience in the finance industry.
Bradley Dorman (CRD# 3045195) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 26 years of experience in the finance industry.
Kevin Doyle (CRD# 4528305) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Providence, RI and has over 21 years of experience in the finance industry.
Michael Drought (CRD# 4780207) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 19 years of experience in the finance industry.
Gregory Dudzik (CRD# 6270935) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 10 years of experience in the finance industry. Gregory Dudzik 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.