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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
Thomas Casey (CRD# 1330365) is an Investment Advisor Representative working at Belpointe Asset Management LLC in The Villages, FL and has over 36 years of experience in the finance industry. Thomas Casey 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.
Craig Cassidy (CRD# 3217032) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 25 years of experience in the finance industry.
Dale Cebert (CRD# 2986573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 23 years of experience in the finance industry.
John Ceparano (CRD# 2582424) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 22 years of experience in the finance industry. John Ceparano 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.
Huddie Cheney (CRD# 1189962) is an Investment Advisor Representative working at Structured Portfolio Solutions, LLC in The Villages, FL and has over 40 years of experience in the finance industry. Huddie Cheney 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.
David Christian (CRD# 6084715) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 11 years of experience in the finance industry.
Robert Clark (CRD# 4191125) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 20 years of experience in the finance industry. Robert Clark 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.
Sean Clark (CRD# 4587957) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 21 years of experience in the finance industry.
Shane Cole (CRD# 5731487) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Clermont, FL and has over 14 years of experience in the finance industry.
Gregory Collier (CRD# 1408843) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Dora, FL and has over 38 years of experience in the finance industry. Gregory Collier 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.