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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
Kenneth Carter (CRD# 2592511) is an Investment Advisor Representative working at Wells Fargo Advisors in New City, NY and has over 29 years of experience in the finance industry.
Matthew Caruso (CRD# 2968696) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Windsor, NY and has over 18 years of experience in the finance industry. Matthew Caruso 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.
Carmen Casale (CRD# 3126745) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Ridgewood, NJ and has over 25 years of experience in the finance industry.
Stephen Cash (CRD# 6027198) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Ridgewood, NJ and has over 9 years of experience in the finance industry. Stephen Cash 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.
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.