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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
Jean Casagrande (CRD# 2005430) is an Investment Advisor Representative working at Stability Partners Advisory Group, LLC in Spring, TX and has over 34 years of experience in the finance industry.
Greg Casamayor (CRD# 4561712) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 21 years of experience in the finance industry.
Nicholas Casatelli (CRD# 6777433) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Houston, TX and has over 6 years of experience in the finance industry.
Kevin Cascarelli (CRD# 2216851) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spring, TX and has over 32 years of experience in the finance industry.
Keith Casey (CRD# 725754) is an Investment Advisor Representative working at Innova Capital Management, LLC in Montgomery, TX and has over 43 years of experience in the finance industry.
Kate Cassala (CRD# 4946111) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Magnolia, TX and has over 16 years of experience in the finance industry.
Miguel Castro (CRD# 1412242) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montgomery, TX and has over 22 years of experience in the finance industry.
Tanya Castro (CRD# 4849188) is an Investment Advisor Representative working at Lpl Financial LLC in Houston, TX and has over 19 years of experience in the finance industry.
Gregory Cater (CRD# 873218) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Magnolia, TX and has over 44 years of experience in the finance industry.
Gregory Cater (CRD# 6507237) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Magnolia, TX and has over 8 years of experience in the finance industry. Gregory Cater 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.