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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
Bradley Castillo (CRD# 6262845) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 9 years of experience in the finance industry.
Joseph Cearley (CRD# 2816189) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 19 years of experience in the finance industry.
Mark Celusniak (CRD# 5282352) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 17 years of experience in the finance industry. Mark Celusniak 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.
David Chapman (CRD# 2469625) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 13 years of experience in the finance industry. David Chapman 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.
Isabella Cheever (CRD# 6539038) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 8 years of experience in the finance industry.
Susan Chen (CRD# 6105771) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 11 years of experience in the finance industry.
Jay Cheney (CRD# 5553870) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 15 years of experience in the finance industry.
Thomas Chichester (CRD# 1959388) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 26 years of experience in the finance industry.
William Childs (CRD# 3073619) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 25 years of experience in the finance industry.
Nam Choi (CRD# 2697403) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 22 years of experience in the finance industry.