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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
Matthew Caruso (CRD# 2968696) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Windsor, NY and has over 18 years of experience in the finance industry. Matthew Caruso 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.
Eric Cassalina (CRD# 6263879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 10 years of experience in the finance industry.
Marc Cassalina (CRD# 2074366) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 33 years of experience in the finance industry.
Maria Castellon (CRD# 3217147) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mount Kisco, NY and has over 24 years of experience in the finance industry.
Sheldon Cazoe (CRD# 2168122) is an Investment Advisor Representative working at Primerica Advisors in Peekskill, NY and has over 30 years of experience in the finance industry.
Robert Cepeda (CRD# 2200719) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 32 years of experience in the finance industry. Robert Cepeda 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.
Mark Choinski (CRD# 2749225) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 27 years of experience in the finance industry.
Kenneth Christman (CRD# 4306483) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 23 years of experience in the finance industry.
Randolph Clark (CRD# 1228642) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cornwall, NY and has over 38 years of experience in the finance industry.
Antonia Clearwaters (CRD# 5616675) is an Investment Advisor Representative working at Clarity Investments + Planning LLC in Mount Kisco, NY and has 1 year of experience in the finance industry. Antonia Clearwaters 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.