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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
Robert Caldwell (CRD# 1995182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monroeville, PA and has over 34 years of experience in the finance industry. Robert Caldwell 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.
Timothy Caldwell (CRD# 4028338) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greensburg, PA and has over 24 years of experience in the finance industry.
Andrew Capets (CRD# 3047354) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monroeville, PA and has over 24 years of experience in the finance industry.
Edward Carfang (CRD# 1228995) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Monroeville, PA and has over 30 years of experience in the finance industry.
Michael Carretta (CRD# 2511740) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monroeville, PA and has over 29 years of experience in the finance industry. Michael Carretta 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.
James Cash (CRD# 2919757) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has over 25 years of experience in the finance industry.
Matthew Cashdollar (CRD# 5847993) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Versailles, PA and has over 13 years of experience in the finance industry.
Christopher Cashell (CRD# 1148371) is an Investment Advisor Representative working at Lpl Financial LLC in Freeport, PA and has over 39 years of experience in the finance industry.
Larry Catlos (CRD# 1101825) is an Investment Advisor Representative working at Eagle Strategies LLC in Indiana, PA and has over 39 years of experience in the finance industry.
Lisette Cerra (CRD# 2391927) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensburg, PA and has over 7 years of experience in the finance industry.