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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
Cheryl Chapis (CRD# 2488555) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bristol, CT and has over 27 years of experience in the finance industry. Cheryl Chapis 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.
Jennifer Chase (CRD# 5161802) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 17 years of experience in the finance industry. Jennifer Chase 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 Cheyne (CRD# 2931953) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 26 years of experience in the finance industry.
Curt Christensen (CRD# 1745520) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Avon, CT and has over 30 years of experience in the finance industry. Curt 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.
Kathleen Christensen (CRD# 5344482) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 16 years of experience in the finance industry.
Nancy Cimmino (CRD# 5084606) is an Investment Advisor Representative working at Brokers Financial in Farmington, CT and has over 18 years of experience in the finance industry.
William Clark (CRD# 5209655) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Farmington, CT and has over 17 years of experience in the finance industry.
Christopher Clarke (CRD# 3157302) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Hartford, CT and has over 25 years of experience in the finance industry.
John Cleary (CRD# 2822662) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Hartford, CT and has over 27 years of experience in the finance industry.
William Coe (CRD# 1564742) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Thomaston, CT and has over 24 years of experience in the finance industry.