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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
Jonathan Carroll (CRD# 5110360) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 18 years of experience in the finance industry.
Stephen Carroll (CRD# 2804183) is an Investment Advisor Representative working at Carroll Investors, Inc. in Mount Pleasant, SC and has over 27 years of experience in the finance industry.
David Carter (CRD# 5317617) is an Investment Advisor Representative working at Financial Peace Management, LLC in North Charleston, SC and has over 16 years of experience in the finance industry.
Anthony Case (CRD# 5799071) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 12 years of experience in the finance industry. Anthony Case 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.
Kathryn Catalana (CRD# 4809950) is an Investment Advisor Representative working at Tidehaven Wealth, LLC in Mount Pleasant, SC and has over 18 years of experience in the finance industry. Kathryn Catalana 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.
Jonathan Cates (CRD# 5005393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Pleasant, SC and has over 15 years of experience in the finance industry.
Cathryn Cato (CRD# 4178444) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Mount Pleasant, SC and has over 23 years of experience in the finance industry.
Joseph Caughman (CRD# 6375277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Pleasant, SC and has over 9 years of experience in the finance industry.
Costa Chakeris (CRD# 2366610) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Pleasant, SC and has over 30 years of experience in the finance industry.
Shelley Challoner (CRD# 4227999) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mount Pleasant, SC and has over 23 years of experience in the finance industry.