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Distance Only Wayne, PA
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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
Joseph Devlin (CRD# 1899113) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, PA and has over 33 years of experience in the finance industry.
Clare Diamond (CRD# 6209421) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 10 years of experience in the finance industry. Clare Diamond 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.
Richard Diamond (CRD# 5073217) is an Investment Advisor Representative working at The Roi Financial Group LLC in Wayne, PA and has over 10 years of experience in the finance industry.
Joseph Diorio (CRD# 2413080) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wayne, PA and has over 30 years of experience in the finance industry.
Stephen Diorio (CRD# 3062499) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wayne, PA and has over 25 years of experience in the finance industry.
Matthew Dipuppo (CRD# 6278264) is an Investment Advisor Representative working at Principal Securities, Inc. in Wayne, PA and has over 10 years of experience in the finance industry. Matthew Dipuppo 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.
Ryan Donnelly (CRD# 6587245) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, PA and has over 8 years of experience in the finance industry.
Duane Dorazio (CRD# 2757951) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 27 years of experience in the finance industry.
Raymond Dunegan (CRD# 2866933) is an Investment Advisor Representative working at Gwn Securities Inc. in Wayne, PA and has over 27 years of experience in the finance industry.
Michael Dwyer (CRD# 6087218) is an Investment Advisor Representative working at Principal Securities, Inc. in Wayne, PA and has over 8 years of experience in the finance industry.