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Distance Only Springfield, MA
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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
Dean Dagnoli (CRD# 3168692) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 25 years of experience in the finance industry.
Jennifer De Leon (CRD# 6540392) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 7 years of experience in the finance industry.
Laura Delmolino (CRD# 1501556) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 18 years of experience in the finance industry. Laura Delmolino 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.
Matthew Fletcher (CRD# 7480812) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 2 years of experience in the finance industry.
Jesse Huggins (CRD# 7246659) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 3 years of experience in the finance industry.
Christine Jones (CRD# 5643260) is an Investment Advisor Representative working at Morgan Stanley in Springfield, MA and has 1 year of experience in the finance industry.
Daniel Lawson (CRD# 7066326) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MA and has over 4 years of experience in the finance industry.
Jeffrey Leone (CRD# 5385949) is an Investment Advisor Representative working at Portfolio Medics, LLC in Springfield, MA and has over 14 years of experience in the finance industry.
Samuel Lusardi (CRD# 6759460) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has 1 year of experience in the finance industry.
Ryan Martin (CRD# 6195819) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Springfield, MA and has over 4 years of experience in the finance industry.