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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
Anne Castro (CRD# 6116245) is an Investment Advisor Representative working at G.b. Allen Associates, Inc. in Montvale, NJ and has over 11 years of experience in the finance industry.
Paul Castro (CRD# 4881872) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Paramus, NJ and has over 19 years of experience in the finance industry. Paul Castro 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.
James Caulfield (CRD# 2364632) is an Investment Advisor Representative working at Shamrock Financial Services in Woodcliff Lake, NJ and has over 30 years of experience in the finance industry.
Barry Cavagnaro (CRD# 1492883) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ and has over 38 years of experience in the finance industry.
Deann Cavagnaro (CRD# 2964944) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ and has over 24 years of experience in the finance industry.
Sheldon Cazoe (CRD# 2168122) is an Investment Advisor Representative working at Primerica Advisors in Peekskill, NY and has over 30 years of experience in the finance industry.
Robert Cepeda (CRD# 2200719) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 32 years of experience in the finance industry. Robert Cepeda 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.
Jennifer Ceterko (CRD# 3091599) is an Investment Advisor Representative working at Lpl Financial LLC in Wayne, NJ and has over 10 years of experience in the finance industry.
James Cha (CRD# 2438370) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saddle Brook, NJ and has over 29 years of experience in the finance industry. James Cha 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.
Carl Chaikin (CRD# 44075) is an Investment Advisor Representative working at Chaikin Capital Management Inc. in Woodcliff Lake, NJ and has over 37 years of experience in the finance industry.