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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
Jason Canzano (CRD# 4689085) is an Investment Advisor Representative working at Breakwater Asset Management, LLC in Hampton, NH and has over 20 years of experience in the finance industry.
Michael Caputo (CRD# 5021176) is an Investment Advisor Representative working at Vitale & Caputo Wealth Management LLC in Danvers, MA and has over 16 years of experience in the finance industry.
Michael Carbone (CRD# 6489750) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chelmsford, MA and has over 8 years of experience in the finance industry.
Charles Carella (CRD# 2192998) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in North Billerica, MA and has over 32 years of experience in the finance industry.
James Carey (CRD# 2221771) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Reading, MA and has over 31 years of experience in the finance industry. James Carey 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.
Katherine Carlson (CRD# 2960132) is an Investment Advisor Representative working at Equitable Advisors, LLC in Portsmouth, NH and has over 26 years of experience in the finance industry.
Robert Carlson (CRD# 40889) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Danvers, MA and has over 38 years of experience in the finance industry.
Brian Carolan (CRD# 2195631) is an Investment Advisor Representative working at Cmh Wealth Management, LLC in Portsmouth, NH and has over 32 years of experience in the finance industry.
Steven Caron (CRD# 4724213) is an Investment Advisor Representative working at Old School Capital LLC in Andover, MA and has over 22 years of experience in the finance industry.
Katy Carr (CRD# 4494146) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 21 years of experience in the finance industry.