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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
Sharon Dilorenzo (CRD# 4646928) is an Investment Advisor Representative working at Mml Investors Services, LLC in Latham, NY and has over 20 years of experience in the finance industry.
Frederick Disbrow (CRD# 5994344) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Albany, NY and has over 12 years of experience in the finance industry.
Timothy Distefano (CRD# 6652847) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 7 years of experience in the finance industry.
Robert Dolfi (CRD# 1455302) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 38 years of experience in the finance industry.
Edward Dominguez (CRD# 2895589) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 26 years of experience in the finance industry. Edward Dominguez 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.
John Donnelly (CRD# 6171476) is an Investment Advisor Representative working at Key Investment Services LLC in Rensselaer, NY and has over 8 years of experience in the finance industry.
Donald Dorr (CRD# 4667922) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 20 years of experience in the finance industry. Donald Dorr 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.
Thomas Duclos (CRD# 6169993) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albany, NY and has over 9 years of experience in the finance industry.
Frank Dyer (CRD# 1395696) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 38 years of experience in the finance industry.
Gregory Eckl (CRD# 6551261) is an Investment Advisor Representative working at Park Avenue Securities LLC in Latham, NY and has over 6 years of experience in the finance industry.