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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
Kathryn Cataldo (CRD# 4512172) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 21 years of experience in the finance industry.
Paolo Catucci (CRD# 6993131) is an Investment Advisor Representative working at Edward Jones in Greenville, RI and has over 5 years of experience in the finance industry.
Tomas Cern (CRD# 4954028) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tolland, CT and has over 18 years of experience in the finance industry.
Samuel Chamberlain (CRD# 5532060) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 15 years of experience in the finance industry.
Elisa Chan (CRD# 5730819) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Millbury, MA and has over 14 years of experience in the finance industry.
Patrick Ciummo (CRD# 5165692) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Glendale, RI and has over 12 years of experience in the finance industry.
Casey Clarke (CRD# 2911372) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 25 years of experience in the finance industry. Casey Clarke 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.
Mark Clausen (CRD# 5631732) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has 1 year of experience in the finance industry.
Raymond Clifford (CRD# 1031133) is an Investment Advisor Representative working at Lincoln Investment in Worcester, MA and has over 41 years of experience in the finance industry.
Thomas Clinton (CRD# 3169276) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Millbury, MA and has over 25 years of experience in the finance industry.