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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
Alexandra Cali (CRD# 6656336) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 7 years of experience in the finance industry.
James Cantrell (CRD# 2087445) is an Investment Advisor Representative working at Financial Strategies, Inc. in Brookfield, WI and has over 33 years of experience in the finance industry. James Cantrell 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.
Jeffrey Cardenas (CRD# 4222596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartland, WI and has over 23 years of experience in the finance industry.
Suzanne Carney (CRD# 6074338) is an Investment Advisor Representative working at Edward Jones in Menomonee Falls, WI and has over 10 years of experience in the finance industry.
Benjamin Carr (CRD# 5559177) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has over 15 years of experience in the finance industry.
Scott Cayo (CRD# 5830485) is an Investment Advisor Representative working at Edward Jones in Wauwatosa, WI and has over 13 years of experience in the finance industry.
Gilbert Cervelli (CRD# 5278793) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 17 years of experience in the finance industry.
Jody Chalhoub (CRD# 4071256) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 22 years of experience in the finance industry.
Jason Cherny (CRD# 1769982) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mequon, WI and has over 36 years of experience in the finance industry.