-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Brett Caroselli (CRD# 4695791) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 20 years of experience in the finance industry.
Elizabeth Carter (CRD# 5970688) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fairport, NY and has over 10 years of experience in the finance industry.
Alex Casale (CRD# 5852842) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairport, NY and has over 13 years of experience in the finance industry.
Matthew Case (CRD# 5630598) is an Investment Advisor Representative working at Advice And Planning Services in Rochester, NY and has over 12 years of experience in the finance industry.
Adam Casper (CRD# 6420165) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 9 years of experience in the finance industry. Adam Casper 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.
Courtenay Catalfamo (CRD# 6130674) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Rochester, NY and has over 7 years of experience in the finance industry.
Jamie Catalfamo (CRD# 6300879) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
Patrick Caufield (CRD# 6398334) is an Investment Advisor Representative working at Edward Jones in Penfield, NY and has over 9 years of experience in the finance industry.
Ryan Caufield (CRD# 6326849) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rochester, NY and has over 9 years of experience in the finance industry.
Jeffrey Chapman (CRD# 2493705) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Penfield, NY and has over 29 years of experience in the finance industry.