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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
William Cholawa (CRD# 1684119) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 36 years of experience in the finance industry.
Kevin Cicci (CRD# 2682323) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Foxboro, MA and has over 28 years of experience in the finance industry.
Mario Cipollini (CRD# 4018741) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 24 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.
Stephen Clair (CRD# 6206360) is an Investment Advisor Representative working at Hall Capital Management Company, Inc. in Barrington, RI and has over 10 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 26 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.
Donald Clarke (CRD# 2833576) is an Investment Advisor Representative working at Crestwood Advisors in Providence, RI and has over 27 years of experience in the finance industry. Donald 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.
Jody Clement (CRD# 4087819) is an Investment Advisor Representative working at Eagle Strategies LLC in Hopkinton, MA and has over 23 years of experience in the finance industry.
Maria Coclin (CRD# 5670070) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 14 years of experience in the finance industry.