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Distance Only Yardley, 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
Vito Depalo (CRD# 4526522) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 21 years of experience in the finance industry.
Christopher Dimedio (CRD# 4044084) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 23 years of experience in the finance industry.
Bruce Dimicco (CRD# 1223029) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Yardley, PA and has over 40 years of experience in the finance industry.
Maureen Donahue (CRD# 6185503) is an Investment Advisor Representative working at Yardley Wealth Management LLC in Yardley, PA and has over 9 years of experience in the finance industry. Maureen Donahue 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.
Kenneth Dysart (CRD# 2025271) is an Investment Advisor Representative working at Cordatus Wealth Management LLC in Yardley, PA and has over 34 years of experience in the finance industry.
Scott Edelman (CRD# 2740869) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yardley, PA and has over 27 years of experience in the finance industry.
David Farina (CRD# 711564) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Yardley, PA and has over 43 years of experience in the finance industry.
Jonathan Farina (CRD# 5153714) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Yardley, PA and has over 17 years of experience in the finance industry.
David Felker (CRD# 2724745) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 28 years of experience in the finance industry.
Glenn Fels (CRD# 1296456) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 38 years of experience in the finance industry.