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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
Todd Casey (CRD# 6601328) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 8 years of experience in the finance industry.
Margaret Caster (CRD# 5721669) is an Investment Advisor Representative working at Caster And Company, Inc. in Warwick, RI and has over 15 years of experience in the finance industry.
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.
Gregg Catsoulis (CRD# 1987430) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hopkinton, MA and has over 26 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.
Jeffrey Causey (CRD# 4729643) is an Investment Advisor Representative working at Advice And Planning Services in Providence, RI and has over 20 years of experience in the finance industry.
Andrew Cayer (CRD# 6849926) is an Investment Advisor Representative working at Sk Wealth Management, LLC in Providence, RI and has 1 year of experience in the finance industry. Andrew Cayer 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.
Jean Cazeau (CRD# 6134283) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 6 years of experience in the finance industry.
James Celico (CRD# 1004055) is an Investment Advisor Representative working at Lpl Financial LLC in North Kingstown, RI and has over 41 years of experience in the finance industry.
Anthony Cerino (CRD# 6304239) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 8 years of experience in the finance industry.