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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 Carbray (CRD# 4565811) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Avon, CT and has over 21 years of experience in the finance industry. Matthew Carbray 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 Caruso (CRD# 1624067) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bristol, CT and has 1 year of experience in the finance industry.
Paul Casali (CRD# 1777253) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Litchfield, CT and has over 35 years of experience in the finance industry.
Sandra Cerqueira (CRD# 5002874) is an Investment Advisor Representative working at Lpl Financial LLC in Sharon, CT and has over 18 years of experience in the finance industry.
Michael Chadwick (CRD# 2538140) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 25 years of experience in the finance industry. Michael Chadwick 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.
Cheryl Chapis (CRD# 2488555) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bristol, CT and has over 27 years of experience in the finance industry. Cheryl Chapis 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.
Jennifer Chase (CRD# 5161802) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 17 years of experience in the finance industry. Jennifer Chase 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.
Eric Cheyne (CRD# 2931953) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 26 years of experience in the finance industry.
Curt Christensen (CRD# 1745520) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Avon, CT and has over 30 years of experience in the finance industry. Curt Christensen 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.
Kathleen Christensen (CRD# 5344482) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 16 years of experience in the finance industry.