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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
Lindy Brock (CRD# 6310394) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Summerfield, FL and has over 7 years of experience in the finance industry.
Robert Brown (CRD# 4939464) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 18 years of experience in the finance industry.
Chad Buchignani (CRD# 6377460) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 9 years of experience in the finance industry.
Robin Burge (CRD# 5517187) is an Investment Advisor Representative working at Edward Jones in Clermont, FL and has over 15 years of experience in the finance industry.
Christopher Calandra (CRD# 2253639) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Summerfield, FL and has over 30 years of experience in the finance industry. Christopher Calandra 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.
Feraud Calixte (CRD# 6146010) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 11 years of experience in the finance industry. Feraud Calixte 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.
Brett Canarelli (CRD# 3243879) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clermont, FL and has over 24 years of experience in the finance industry.
Kelly Cartier (CRD# 2938908) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clermont, FL and has over 26 years of experience in the finance industry. Kelly Cartier 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.
Ronald Caruso (CRD# 1299239) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 39 years of experience in the finance industry.
Thomas Casey (CRD# 1330365) is an Investment Advisor Representative working at Belpointe Asset Management LLC in The Villages, FL and has over 36 years of experience in the finance industry. Thomas Casey 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.