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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
Thomas Casey (CRD# 2706137) is an Investment Advisor Representative working at Edward Jones in Ridgefield, CT and has over 27 years of experience in the finance industry.
William Caso (CRD# 4309903) is an Investment Advisor Representative working at Avantax Advisory Services in Bethel, CT and has over 23 years of experience in the finance industry.
Jason Castaldi (CRD# 4987566) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southbury, CT and has over 18 years of experience in the finance industry.
Victor Catalano (CRD# 43237) is an Investment Advisor Representative working at Investmark Advisory Group LLC in Monroe, CT and has 1 year of experience in the finance industry.
Mark Catullo (CRD# 2762258) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monroe, CT and has over 26 years of experience in the finance industry.
Robert Ceccarelli (CRD# 2213313) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 32 years of experience in the finance industry.
Joseph Celiberti (CRD# 5456961) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Danbury, CT and has over 16 years of experience in the finance industry.
Lisa Cerbone Montalto (CRD# 3238921) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 24 years of experience in the finance industry.
Sandra Cerqueira (CRD# 5002874) is an Investment Advisor Representative working at Lpl Financial LLC in Sharon, CT and has over 18 years of experience in the finance industry.
Michael Chadwick (CRD# 2538140) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 25 years of experience in the finance industry. Michael Chadwick 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.