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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
Daniel D'ordine (CRD# 4481632) is an Investment Advisor Representative working at Ddo Advisory Services, LLC in Rhinebeck, NY and has over 20 years of experience in the finance industry. Daniel D'ordine 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.
James Daly (CRD# 1671729) is an Investment Advisor Representative working at Bluering Advisors, Inc. in Lagrangeville, NY and has over 36 years of experience in the finance industry.
Sherry De Celle (CRD# 2504200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Great Barrington, MA and has over 29 years of experience in the finance industry.
Paige Decker (CRD# 7005808) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 5 years of experience in the finance industry.
Luke Delorme (CRD# 6628294) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 7 years of experience in the finance industry.
James Devico (CRD# 5405659) is an Investment Advisor Representative working at Mountain Pass Planning in Hopewell Junction, NY and has over 15 years of experience in the finance industry.
Kathryn Dilg (CRD# 4469488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 22 years of experience in the finance industry.
Jennifer Dipietro (CRD# 3185217) is an Investment Advisor Representative working at Lpl Financial LLC in Waterbury, CT and has over 22 years of experience in the finance industry.
Maximus Disesa (CRD# 6108215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 11 years of experience in the finance industry. Maximus Disesa 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 Dobbins (CRD# 2465825) is an Investment Advisor Representative working at Independent Financial Group, LLC in Norfolk, CT and has over 26 years of experience in the finance industry. William Dobbins 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.