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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
Jeffrey Casale (CRD# 4068571) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Shirley, MA and has over 21 years of experience in the finance industry.
Lisa Casillo (CRD# 5742439) is an Investment Advisor Representative working at Edward Jones in Worcester, MA and has over 14 years of experience in the finance industry.
Michael Caslin (CRD# 6728865) is an Investment Advisor Representative working at Edward Jones in Leominster, MA and has over 7 years of experience in the finance industry.
Kerry Castonguay (CRD# 4978306) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Leominster, MA and has over 18 years of experience in the finance industry.
Kathryn Cataldo (CRD# 4512172) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 21 years of experience in the finance industry.
Diogo Cavalcanti (CRD# 5510643) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 14 years of experience in the finance industry.
Luis Cavazos (CRD# 5825621) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 13 years of experience in the finance industry.
Milton Ceotto (CRD# 6896800) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 6 years of experience in the finance industry.
Samuel Chamberlain (CRD# 5532060) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 15 years of experience in the finance industry.
Elisa Chan (CRD# 5730819) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Millbury, MA and has over 14 years of experience in the finance industry.