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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
Michelle Cavallero (CRD# 4390648) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Roseville, CA and has over 16 years of experience in the finance industry.
William Cering (CRD# 5697987) is an Investment Advisor Representative working at Prudential Financial Planning Services in Roseville, CA and has over 15 years of experience in the finance industry.
Thomas Chandler (CRD# 2303483) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 31 years of experience in the finance industry. Thomas Chandler 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.
Kevin Chang (CRD# 5902568) is an Investment Advisor Representative working at Captrust in Roseville, CA and has over 10 years of experience in the finance industry. Kevin Chang 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.
Andrew Chen (CRD# 5746454) is an Investment Advisor Representative working at Mariner Independent in Roseville, CA and has over 14 years of experience in the finance industry.
Terry Chiu (CRD# 6459635) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has 1 year of experience in the finance industry. Terry Chiu 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 Chmielewski (CRD# 6323297) is an Investment Advisor Representative working at Measured Financial in Roseville, CA and has over 8 years of experience in the finance industry.
Patricia Chorn (CRD# 1086294) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 33 years of experience in the finance industry.
George Chuchas (CRD# 5206113) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 17 years of experience in the finance industry.
Camillo Cicchini (CRD# 2149788) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roseville, CA and has over 32 years of experience in the finance industry.