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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
Anne Christopulos (CRD# 2077885) is an Investment Advisor Representative working at West Branch Capital LLC in Hyannis, MA and has over 22 years of experience in the finance industry.
Theodore Ciolkosz (CRD# 4535957) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hanover, MA and has over 21 years of experience in the finance industry.
Paul Citarell (CRD# 1935890) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Falmouth, MA and has over 29 years of experience in the finance industry.
Christopher Civale (CRD# 1628736) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raynham Center, MA and has over 37 years of experience in the finance industry.
Jason Clary (CRD# 5260601) is an Investment Advisor Representative working at Clary Financial, Inc. in South Easton, MA and has over 10 years of experience in the finance industry.
Robert Clary (CRD# 841187) is an Investment Advisor Representative working at Clary Financial, Inc. in South Easton, MA and has over 39 years of experience in the finance industry.
Katherine Cleary (CRD# 6697549) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 7 years of experience in the finance industry.
Matthew Clifford (CRD# 6751937) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 6 years of experience in the finance industry.
Robert Clower (CRD# 2179638) is an Investment Advisor Representative working at Lpl Financial LLC in Mashpee, MA and has over 32 years of experience in the finance industry.
Mary Angel Coelho (CRD# 1318101) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marion, MA and has over 38 years of experience in the finance industry. Mary Angel Coelho 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.