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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
Ted Derrick (CRD# 2172410) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manheim, PA and has over 32 years of experience in the finance industry.
Darshana Desai (CRD# 4498980) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 22 years of experience in the finance industry.
Jay Desai (CRD# 1888390) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 35 years of experience in the finance industry. Jay Desai 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.
Mahir Desai (CRD# 7094311) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 5 years of experience in the finance industry. Mahir Desai 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.
Mikesh Desai (CRD# 6366738) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 8 years of experience in the finance industry. Mikesh Desai 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.
Angela Dietz (CRD# 4579434) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in York, PA and has over 20 years of experience in the finance industry.
Christopher Dixon (CRD# 5427072) is an Investment Advisor Representative working at Edward Jones in Middletown, PA and has over 16 years of experience in the finance industry.
Sean Dolan (CRD# 5102132) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elizabethtown, PA and has over 18 years of experience in the finance industry.
Kevin Doyle (CRD# 1744812) is an Investment Advisor Representative working at Lpl Financial LLC in Mechanicsburg, PA and has over 31 years of experience in the finance industry.
Zachary Drescher (CRD# 6582494) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 7 years of experience in the finance industry.