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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
Laura Ciotoli (CRD# 5837556) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mill, SC and has over 8 years of experience in the finance industry.
Stanley Ciotoli (CRD# 4247705) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 23 years of experience in the finance industry.
Lyndon Clark (CRD# 1239280) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 27 years of experience in the finance industry. Lyndon Clark 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.
Steven Clarke (CRD# 5808049) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry. Steven Clarke 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.
Scott Clattenburg (CRD# 6433371) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 9 years of experience in the finance industry.
April Cleavland (CRD# 5119662) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 18 years of experience in the finance industry.
Donald Cleven (CRD# 3215070) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.
Brent Cline (CRD# 4809313) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 19 years of experience in the finance industry.
Cathie Clontz (CRD# 4526666) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.
Thomas Coakley (CRD# 5036913) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry. Thomas Coakley 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.