-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Demarco (CRD# 6232527) is an Investment Advisor Representative working at Amfg Wealth Management LLC in Westlake, OH and has over 3 years of experience in the finance industry.
David Dennis (CRD# 4969719) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 18 years of experience in the finance industry.
Kevin Depue (CRD# 5511889) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mansfield, OH and has over 16 years of experience in the finance industry.
David Dershteller (CRD# 6420279) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 9 years of experience in the finance industry.
Morgan Desalvo (CRD# 4982193) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 14 years of experience in the finance industry. Morgan Desalvo 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.
Jo Ann Desmarteau (CRD# 1141741) is an Investment Advisor Representative working at Citizens Securities, Inc. in Broadview Heights, OH and has over 40 years of experience in the finance industry.
Jeremy Di Tullio (CRD# 4135055) is an Investment Advisor Representative working at Osaic Fa, Inc. in Westlake, OH and has over 24 years of experience in the finance industry.
Pamela Diemert (CRD# 6649091) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 7 years of experience in the finance industry.
Amy Dienes (CRD# 2632563) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 18 years of experience in the finance industry.
Frank Dilalla (CRD# 2656558) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 28 years of experience in the finance industry.