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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
Jonathan Dolin (CRD# 6611129) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bethlehem, PA and has over 8 years of experience in the finance industry.
David Doll (CRD# 2306412) is an Investment Advisor Representative working at Edward Jones in Hamburg, PA and has over 31 years of experience in the finance industry.
Kevin Donnelly (CRD# 5222233) is an Investment Advisor Representative working at Morgan Stanley in Allentown, PA and has over 14 years of experience in the finance industry.
John Donofrio (CRD# 5155340) is an Investment Advisor Representative working at Mml Investors Services, LLC in Center Valley, PA and has over 17 years of experience in the finance industry.
Terry Dorrity (CRD# 2838006) is an Investment Advisor Representative working at Fidelity Capital Management Corp in Alburtis, PA and has over 27 years of experience in the finance industry.
Alfred Douglass (CRD# 71017) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 36 years of experience in the finance industry.
Alfred Douglass (CRD# 2594389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 29 years of experience in the finance industry.
Steven Drasher (CRD# 1996883) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kutztown, PA and has over 34 years of experience in the finance industry.
Brian Duelfer (CRD# 1721210) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Center Valley, PA and has over 36 years of experience in the finance industry.
Sean Duffy (CRD# 1127181) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 41 years of experience in the finance industry. Sean Duffy 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.