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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
Brian Casey (CRD# 4138182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ocala, FL and has over 24 years of experience in the finance industry.
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.
William Chambers (CRD# 719456) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 35 years of experience in the finance industry.
Yolanda Cintron (CRD# 3129173) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocala, FL and has over 21 years of experience in the finance industry.
Jennifer Chatterton (CRD# 4790319) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Ocala, FL and has over 17 years of experience in the finance industry.
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.
Kyle Christian (CRD# 5959100) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winter Park, FL and has over 10 years of experience in the finance industry. Kyle Christian 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.