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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
Jeffery Carloni (CRD# 3206665) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Williamsville, NY and has over 24 years of experience in the finance industry.
Edward Carlsen (CRD# 2044938) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lancaster, NY and has over 34 years of experience in the finance industry.
Thomas Carlsen (CRD# 2882488) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lancaster, NY and has over 26 years of experience in the finance industry. Thomas Carlsen 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.
Ryan Carney (CRD# 6559045) is an Investment Advisor Representative working at Winthrop Partners - Wny, LLC in Buffalo, NY and has over 8 years of experience in the finance industry.
Bruce Carrow (CRD# 1490841) is an Investment Advisor Representative working at Capital Insights Group Of Wny, LLC in Buffalo, NY and has over 37 years of experience in the finance industry. Bruce Carrow 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.
Jeffrey Cashmore (CRD# 1928725) is an Investment Advisor Representative working at Members Advisory Group, LLC in Williamsville, NY and has over 35 years of experience in the finance industry.
Scott Cashmore (CRD# 5013398) is an Investment Advisor Representative working at Members Advisory Group, LLC in Williamsville, NY and has over 13 years of experience in the finance industry.
Robert Castiglione (CRD# 2909739) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 26 years of experience in the finance industry. Robert Castiglione 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.
Katie Catanzaro (CRD# 5370580) is an Investment Advisor Representative working at Lpl Financial LLC in East Amherst, NY and has over 16 years of experience in the finance industry.
James Cecchini (CRD# 1977965) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 33 years of experience in the finance industry. James Cecchini 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.