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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
Casey Clarke (CRD# 2911372) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 25 years of experience in the finance industry. Casey Clarke 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 Clausen (CRD# 5631732) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has 1 year of experience in the finance industry.
Jody Clement (CRD# 4087819) is an Investment Advisor Representative working at Eagle Strategies LLC in Hopkinton, MA and has over 23 years of experience in the finance industry.
Raymond Clifford (CRD# 1031133) is an Investment Advisor Representative working at Lincoln Investment in Worcester, MA and has over 42 years of experience in the finance industry.
Thomas Clinton (CRD# 3169276) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Millbury, MA and has over 25 years of experience in the finance industry.
Stephen Coffey (CRD# 5099386) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milford, MA and has over 17 years of experience in the finance industry. Stephen Coffey 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.
Robert Cohen (CRD# 50140) is an Investment Advisor Representative working at Lpl Financial LLC in Bolton, MA and has over 24 years of experience in the finance industry.
Jessica Cole (CRD# 5014537) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marlborough, MA and has over 18 years of experience in the finance industry. Jessica Cole 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.
Anthony Coletti (CRD# 2653855) is an Investment Advisor Representative working at Cuso Financial Services in Lunenburg, MA and has over 28 years of experience in the finance industry.
Cesar Colis Vidal (CRD# 5697703) 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.