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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
Gregg Catsoulis (CRD# 1987430) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hopkinton, MA and has over 25 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.
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.
Kevin Chapin (CRD# 6214468) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 10 years of experience in the finance industry. Kevin Chapin 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.
Marcelo Charul (CRD# 5418673) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 12 years of experience in the finance industry.
Paul Chlebecek (CRD# 6800178) is an Investment Advisor Representative working at Cuso Financial Services in Lunenburg, MA and has over 6 years of experience in the finance industry.
Franklin Christophers (CRD# 4291614) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 23 years of experience in the finance industry.
Patrick Ciummo (CRD# 5165692) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Glendale, RI and has over 12 years of experience in the finance industry.