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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
Matthew Case (CRD# 5630598) is an Investment Advisor Representative working at Advice And Planning Services in Rochester, NY and has over 12 years of experience in the finance industry.
Courtenay Catalfamo (CRD# 6130674) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Rochester, NY and has over 7 years of experience in the finance industry.
Jamie Catalfamo (CRD# 6300879) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
Patrick Caufield (CRD# 6398334) is an Investment Advisor Representative working at Edward Jones in Penfield, NY and has over 9 years of experience in the finance industry.
Ryan Caufield (CRD# 6326849) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rochester, NY and has over 9 years of experience in the finance industry.
Jeffrey Chapman (CRD# 2493705) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Penfield, NY and has over 29 years of experience in the finance industry.
Robert Chapman (CRD# 4011294) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pittsford, NY and has over 24 years of experience in the finance industry.
Bruce Charleton (CRD# 5105947) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Rochester, NY and has over 16 years of experience in the finance industry.
Raymond Ciccarelli (CRD# 46859) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, NY and has over 29 years of experience in the finance industry.
Ronald Ciminelli (CRD# 7024868) is an Investment Advisor Representative working at Edward Jones in Rochester, NY and has over 5 years of experience in the finance industry.