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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
James Desrocher (CRD# 5401752) is an Investment Advisor Representative working at Keynote Financial Services, LLC in Vernon, CT and has over 16 years of experience in the finance industry.
Sherrie Deveau (CRD# 2436424) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Hartford, CT and has over 29 years of experience in the finance industry.
Edward Dias (CRD# 2333279) is an Investment Advisor Representative working at Dias, Edward J. in Putnam, CT and has over 31 years of experience in the finance industry.
Sweyden Dibble (CRD# 2168885) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in South Windsor, CT and has over 32 years of experience in the finance industry. Sweyden Dibble 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.
Ted Dickinson (CRD# 2751200) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Hadley, MA and has over 28 years of experience in the finance industry.
John Difederico (CRD# 4088086) is an Investment Advisor Representative working at Osaic Fs, Inc. in East Hartford, CT and has over 24 years of experience in the finance industry.
Stephen Dilanian (CRD# 5928609) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 8 years of experience in the finance industry.
Allen Dillaire (CRD# 3250453) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 24 years of experience in the finance industry. Allen Dillaire 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 Dilorenzo (CRD# 1062172) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in South Windsor, CT and has over 26 years of experience in the finance industry.
David Dimenstein (CRD# 2192546) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 32 years of experience in the finance industry. David Dimenstein 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.