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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
Trent Dattoli (CRD# 3118927) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southampton, NY and has over 25 years of experience in the finance industry.
Erik Degroot (CRD# 4136792) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 24 years of experience in the finance industry.
Kevin Dehler (CRD# 1681162) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 30 years of experience in the finance industry.
Jay Diesing (CRD# 1609069) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 37 years of experience in the finance industry.
Gloria Dios (CRD# 7007780) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 5 years of experience in the finance industry.
Rosemarie Dios (CRD# 1423761) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 38 years of experience in the finance industry.
Roland Driscoll (CRD# 2962998) is an Investment Advisor Representative working at Lpl Financial LLC in Riverhead, NY and has over 26 years of experience in the finance industry.
Bryan Durso (CRD# 6088790) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 8 years of experience in the finance industry.
Jacob Eckart (CRD# 1109220) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 36 years of experience in the finance industry.
Joseph Faller (CRD# 1564021) is an Investment Advisor Representative working at Lpl Financial LLC in Southampton, NY and has over 35 years of experience in the finance industry.