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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
Jeffrey Casey (CRD# 6616204) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 8 years of experience in the finance industry.
Brian Cassata (CRD# 5687183) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 13 years of experience in the finance industry.
David Casteel (CRD# 5499743) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Omaha, NE and has over 16 years of experience in the finance industry.
Brett Castinado (CRD# 6101622) is an Investment Advisor Representative working at Cws Wealth Partners in Omaha, NE and has over 11 years of experience in the finance industry.
Meghan Castinado (CRD# 6107095) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Scott Cavey (CRD# 4287897) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 23 years of experience in the finance industry. Scott Cavey 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.
Anthony Cerone (CRD# 4144981) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 23 years of experience in the finance industry. Anthony Cerone 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.
Brianna Chalek (CRD# 6711329) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 7 years of experience in the finance industry.
Brandon Champion (CRD# 6756009) is an Investment Advisor Representative working at Edward Jones in Omaha, NE and has over 7 years of experience in the finance industry.
Kyle Charles (CRD# 6353180) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Omaha, NE and has over 8 years of experience in the finance industry.