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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
Ryan Carson (CRD# 6778552) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 6 years of experience in the finance industry.
Jeffrey Casale (CRD# 4068571) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Shirley, MA and has over 21 years of experience in the finance industry.
Lisa Casillo (CRD# 5742439) is an Investment Advisor Representative working at Edward Jones in Worcester, MA and has over 14 years of experience in the finance industry.
Michael Caslin (CRD# 6728865) is an Investment Advisor Representative working at Edward Jones in Leominster, MA and has over 7 years of experience in the finance industry.
Kerry Castonguay (CRD# 4978306) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Leominster, MA and has over 18 years of experience in the finance industry.
Denise Cataldo (CRD# 4006677) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marlborough, MA and has over 24 years of experience in the finance industry.
Kathryn Cataldo (CRD# 4512172) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 21 years of experience in the finance industry.
Elizabeth Catlin (CRD# 5055860) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry. Elizabeth Catlin 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.
Gregg Catsoulis (CRD# 1987430) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hopkinton, MA and has over 25 years of experience in the finance industry.
Diogo Cavalcanti (CRD# 5510643) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 14 years of experience in the finance industry.