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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
Daniel Carter (CRD# 4545979) is an Investment Advisor Representative working at Wells Fargo Advisors in Westlake , OH and has over 21 years of experience in the finance industry. Daniel Carter 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.
Joseph Caruso (CRD# 42340) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westlake, OH and has over 42 years of experience in the finance industry.
David Cassese (CRD# 3188291) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has 1 year of experience in the finance industry.
Ryan Catanese (CRD# 6715648) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Ryan Catanese 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.
Terry Caudill (CRD# 2039965) is an Investment Advisor Representative working at Edward Jones in Vermilion, OH and has over 24 years of experience in the finance industry.
Keith Cawrse (CRD# 4129685) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mansfield, OH and has over 23 years of experience in the finance industry.
York Caywood (CRD# 2283308) is an Investment Advisor Representative working at Next Financial Group, Inc. in Grafton, OH and has over 22 years of experience in the finance industry.
Fady Chaccour (CRD# 2195970) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Westlake, OH and has over 26 years of experience in the finance industry.
Gregory Chaplin (CRD# 5913170) is an Investment Advisor Representative working at Edward Jones in Strongsville, OH and has over 13 years of experience in the finance industry.
Thomas Chaplin (CRD# 6321230) is an Investment Advisor Representative working at Edward Jones in Vermilion, OH and has over 9 years of experience in the finance industry.