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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
Stephen Dalfino (CRD# 2667440) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 28 years of experience in the finance industry.
Randall Daniel (CRD# 4871639) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Land O'Lakes, FL and has over 19 years of experience in the finance industry.
Jeffrey Davis (CRD# 62219) is an Investment Advisor Representative working at Equitable Advisors, LLC in Trinity, FL and has over 27 years of experience in the finance industry.
Matthew Davis (CRD# 6922164) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Inverness, FL and has over 6 years of experience in the finance industry.
Patrice Davis (CRD# 4256859) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Odessa, FL and has over 23 years of experience in the finance industry.
Roger Davis (CRD# 2320335) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 28 years of experience in the finance industry.
Brian Day (CRD# 5509602) is an Investment Advisor Representative working at Pelorus Financial, LLC in Trinity, FL and has over 15 years of experience in the finance industry.
Donna Delmar (CRD# 1649124) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lutz, FL and has over 7 years of experience in the finance industry.
Joseph Di Vincenzo (CRD# 5812625) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 13 years of experience in the finance industry. Joseph Di Vincenzo 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.
Russell Diamond (CRD# 5723732) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wesley Chapel, FL and has over 14 years of experience in the finance industry. Russell Diamond 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.