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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
John Deleo (CRD# 5443352) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 16 years of experience in the finance industry.
Elena Dixon (CRD# 1978355) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Haven, CT and has over 10 years of experience in the finance industry.
Kieran Doherty (CRD# 4753903) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 20 years of experience in the finance industry.
Carl Donatello (CRD# 1123983) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 22 years of experience in the finance industry.
James Dorney (CRD# 2997467) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 26 years of experience in the finance industry.
Patrick Duff (CRD# 1192139) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 40 years of experience in the finance industry.
Thomas Ellis (CRD# 1489242) is an Investment Advisor Representative working at Washington Trust Advisors in New Haven, CT and has over 13 years of experience in the finance industry.
Richard Eng (CRD# 1049900) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 37 years of experience in the finance industry.
Danny Ferreira (CRD# 5176836) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 17 years of experience in the finance industry.
Stephen Fordyce (CRD# 2354982) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in New Haven, CT and has over 30 years of experience in the finance industry. Stephen Fordyce 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.