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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
Geoffrey Dancey (CRD# 4744852) is an Investment Advisor Representative working at Cutler Capital Management in Worcester, MA and has over 20 years of experience in the finance industry.
Jennifer Davidson (CRD# 5094729) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gardner, MA and has over 7 years of experience in the finance industry.
Michael Davis (CRD# 6146249) is an Investment Advisor Representative working at Eagle Strategies LLC in Leominster, MA and has over 10 years of experience in the finance industry.
Carlos De Leon (CRD# 6231875) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Springfield, MA and has over 7 years of experience in the finance industry.
Lisa Decamp (CRD# 2609052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MA and has over 16 years of experience in the finance industry.
Robert Decaro (CRD# 4327489) is an Investment Advisor Representative working at Lincoln Investment in Worcester, MA and has over 18 years of experience in the finance industry.
Mary Dee (CRD# 5885872) is an Investment Advisor Representative working at Wpg Advisory Group, LLC in East Windsor, CT and has over 13 years of experience in the finance industry.
Jeanmarie Deliso (CRD# 2634774) is an Investment Advisor Representative working at Eagle Strategies LLC in Agawam, MA and has over 28 years of experience in the finance industry. Jeanmarie Deliso 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 Dellovo (CRD# 6335730) is an Investment Advisor Representative working at Bfa Wealth Management in Shrewsbury, MA and has over 9 years of experience in the finance industry.
Timothy Denehy (CRD# 6320023) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Enfield, CT and has 1 year of experience in the finance industry. Timothy Denehy 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.