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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
Frank Davidson (CRD# 2301132) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in White Plains, NY and has over 27 years of experience in the finance industry.
Maureen Davis (CRD# 4519377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 21 years of experience in the finance industry.
David Diehl (CRD# 2621804) is an Investment Advisor Representative working at Prudential Financial Planning Services in White Plains, NY and has over 28 years of experience in the finance industry. David Diehl 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.
William Donnell (CRD# 1141739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 40 years of experience in the finance industry.
Paul Dossantos (CRD# 2822667) is an Investment Advisor Representative working at Milagre Wealth Management, Inc. in White Plains, NY and has over 27 years of experience in the finance industry.
William Doty (CRD# 1304260) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 32 years of experience in the finance industry.
Jay Dworkin (CRD# 2719059) is an Investment Advisor Representative working at Madison Advisory Services, Inc. in White Plains, NY and has over 21 years of experience in the finance industry.
Mitchell Edenbaum (CRD# 2485651) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in White Plains, NY and has over 29 years of experience in the finance industry.
Kevin Eisenberg (CRD# 6341682) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 9 years of experience in the finance industry.
Robin Ely (CRD# 1030159) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 23 years of experience in the finance industry.