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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
Jason Christopher (CRD# 6613853) is an Investment Advisor Representative working at Synovus Securities, Inc. in Charleston, SC and has over 7 years of experience in the finance industry.
Andrew Ciappa (CRD# 1821486) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mount Pleasant, SC and has over 35 years of experience in the finance industry.
Magda Cintron-Saillant (CRD# 4598683) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Pleasant, SC and has over 15 years of experience in the finance industry.
Laura Clark (CRD# 2483992) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Pleasant, SC and has over 27 years of experience in the finance industry.
Charles Claus (CRD# 4523747) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charleston, SC and has over 21 years of experience in the finance industry.
Steven Clem (CRD# 2161110) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 18 years of experience in the finance industry.
James Clifford (CRD# 2131590) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Pleasant, SC and has over 32 years of experience in the finance industry.
Benjamin Coakley (CRD# 5118193) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has 1 year of experience in the finance industry. Benjamin Coakley 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.
Matthew Coakley (CRD# 5623537) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 15 years of experience in the finance industry. Matthew Coakley 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 Coakley (CRD# 1154814) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.