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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
Laura Capporelli (CRD# 5244993) is an Investment Advisor Representative working at Pnc Investments in Champions Gate, FL and has over 9 years of experience in the finance industry.
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.
Eric Carlson (CRD# 4209881) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orlando, FL and has over 23 years of experience in the finance industry.
Jacob Carris (CRD# 5004910) is an Investment Advisor Representative working at Jake Carris Financial Planning in Orlando, FL and has over 18 years of experience in the finance industry. Jacob Carris 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.
Kelly Cartier (CRD# 2938908) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clermont, FL and has over 26 years of experience in the finance industry. Kelly Cartier 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.
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 25 years of experience in the finance industry.
Curtis Catlin (CRD# 1848527) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Poinciana, FL and has over 27 years of experience in the finance industry. Curtis 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.
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.