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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
Thomas Dartnell (CRD# 4410042) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 22 years of experience in the finance industry.
Rajeev Das (CRD# 2265104) is an Investment Advisor Representative working at Bulldog Investors, LLP in Saddle Brook, NJ and has over 31 years of experience in the finance industry.
Todd Dates (CRD# 3241609) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, NJ and has over 24 years of experience in the finance industry.
Peter Davis (CRD# 1686385) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Paramus, NJ and has over 25 years of experience in the finance industry.
Robert Davis (CRD# 2137957) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Paramus, NJ and has over 32 years of experience in the finance industry. Robert Davis 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.
Susan Davis (CRD# 5373716) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Paramus, NJ and has over 16 years of experience in the finance industry.
Jay Day (CRD# 1739124) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Montvale, NJ and has over 36 years of experience in the finance industry.
Natalie De La Calle Tremblay (CRD# 3211354) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Paramus, NJ and has over 19 years of experience in the finance industry.
Diane De Oliveira (CRD# 5259017) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 16 years of experience in the finance industry. Diane De Oliveira 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.
Michael De Pol (CRD# 2087651) is an Investment Advisor Representative working at Npa Asset Management, LLC in Fair Lawn, NJ and has over 31 years of experience in the finance industry.