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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
Kimberly Caggiano (CRD# 2939477) is an Investment Advisor Representative working at Morgan Stanley in Providence, RI and has over 26 years of experience in the finance industry.
Joseph Cahill (CRD# 2192543) is an Investment Advisor Representative working at Commonwealth Financial Network in Norwell, MA and has over 32 years of experience in the finance industry.
James Calbi (CRD# 1178853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 34 years of experience in the finance industry.
Sheila Camara (CRD# 2643929) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 7 years of experience in the finance industry.
Deborah Campbell (CRD# 4873419) is an Investment Advisor Representative working at Avantax Advisory Services in Plymouth, MA and has over 19 years of experience in the finance industry.
David Canal (CRD# 3080959) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 25 years of experience in the finance industry.
Christa Canavan (CRD# 1352882) is an Investment Advisor Representative working at Commonwealth Financial Network in Medway, MA and has over 39 years of experience in the finance industry.
Clifford Caplan (CRD# 721675) is an Investment Advisor Representative working at Commonwealth Financial Network in Canton, MA and has over 42 years of experience in the finance industry. Clifford Caplan 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.
Peter Caplan (CRD# 1549356) is an Investment Advisor Representative working at Commonwealth Financial Network in Foxboro, MA and has over 37 years of experience in the finance industry. Peter Caplan 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.
Robert Capone (CRD# 40023) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Providence, RI and has over 37 years of experience in the finance industry.