-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Milton Caraway (CRD# 5903752) is an Investment Advisor Representative working at Edward Jones in Bushnell, FL and has over 12 years of experience in the finance industry.
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.
Craig Cassidy (CRD# 3217032) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 24 years of experience in the finance industry.
Dale Cebert (CRD# 2986573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 23 years of experience in the finance industry.
Anthony Cefolo (CRD# 4076332) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Spring Hill, FL and has over 24 years of experience in the finance industry.
John Ceparano (CRD# 2582424) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 22 years of experience in the finance industry. John Ceparano 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.
Huddie Cheney (CRD# 1189962) is an Investment Advisor Representative working at Structured Portfolio Solutions, LLC in The Villages, FL and has over 40 years of experience in the finance industry. Huddie Cheney 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.
Teresa Christensen (CRD# 2506392) is an Investment Advisor Representative working at Coats Financial Planning in Dunnellon, FL and has over 13 years of experience in the finance industry. Teresa 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.
David Christian (CRD# 6084715) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 11 years of experience in the finance industry.