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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
Frank Castellvi (CRD# 6585165) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Wyckoff, NJ and has over 8 years of experience in the finance industry.
Anne Castro (CRD# 6116245) is an Investment Advisor Representative working at G.b. Allen Associates, Inc. in Montvale, NJ and has over 11 years of experience in the finance industry.
James Caulfield (CRD# 2364632) is an Investment Advisor Representative working at Shamrock Financial Services in Woodcliff Lake, NJ and has over 30 years of experience in the finance industry.
Sheldon Cazoe (CRD# 2168122) is an Investment Advisor Representative working at Primerica Advisors in Peekskill, NY and has over 30 years of experience in the finance industry.
Robert Cepeda (CRD# 2200719) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 32 years of experience in the finance industry. Robert Cepeda 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.
Carl Chaikin (CRD# 44075) is an Investment Advisor Representative working at Chaikin Capital Management Inc. in Woodcliff Lake, NJ and has over 37 years of experience in the finance industry.
Zhe Chen (CRD# 6587256) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, NJ and has over 6 years of experience in the finance industry.
Kai Leung Cheung (CRD# 4484838) is an Investment Advisor Representative working at Pension Maxima Investment Advisory, Inc. in White Plains, NY and has over 22 years of experience in the finance industry.
Niraj Chhabra (CRD# 5019904) is an Investment Advisor Representative working at Mariner Independent in Ramsey, NJ and has over 17 years of experience in the finance industry. Niraj Chhabra 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.
Mark Choinski (CRD# 2749225) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 27 years of experience in the finance industry.