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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
Zachary Daniels (CRD# 5525754) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wallingford, CT and has over 9 years of experience in the finance industry.
Kristina Daoud (CRD# 6026439) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oxford, CT and has over 7 years of experience in the finance industry.
Nancy Daoud (CRD# 1073514) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oxford, CT and has over 40 years of experience in the finance industry.
Chester Darling (CRD# 3143746) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Hartford, CT and has over 24 years of experience in the finance industry. Chester Darling 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.
Robert Davey (CRD# 1890211) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Hartford, CT and has over 23 years of experience in the finance industry.
Christopher Davis (CRD# 2755947) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Hartford, CT and has over 13 years of experience in the finance industry.
Theodore Davis (CRD# 4933181) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 19 years of experience in the finance industry. Theodore 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.
Thomas Davis (CRD# 5846152) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 13 years of experience in the finance industry.
Joanne De Palma (CRD# 4150850) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Collinsville, CT and has over 24 years of experience in the finance industry.
Marcello De Pascale (CRD# 5643747) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 13 years of experience in the finance industry.