James A. Caldwell, Aams®

James A. Caldwell, Aams® Email and Phone Number

VP Financial Advisor, CUSO Financial Services, L.P. at FAIRWINDS Credit Union @ Creative Comp Solutions
James A. Caldwell, Aams®'s Location
Greater Orlando, United States, United States
James A. Caldwell, Aams®'s Contact Details

James A. Caldwell, Aams® work email

James A. Caldwell, Aams® personal email

n/a
About James A. Caldwell, Aams®

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. † For specific tax advice please consult a qualified tax professional.

James A. Caldwell, Aams®'s Current Company Details
Creative Comp Solutions

Creative Comp Solutions

View
VP Financial Advisor, CUSO Financial Services, L.P. at FAIRWINDS Credit Union
James A. Caldwell, Aams® Work Experience Details
  • Creative Comp Solutions
    Chief Financial Officer
    Creative Comp Solutions Nov 2022 - Present
    Winter Springs, Florida, Us
    View
  • Cuso Financial Services, Lp
    Vp Financial Advisor
    Cuso Financial Services, Lp Jan 2019 - Present
    San Diego, Ca, Us
    View
  • Fairwinds Credit Union
    Vp Wealth Management
    Fairwinds Credit Union Jan 2019 - Present
    Orlando, Fl, Us
    View
  • Raymond James
    Financial Advisor
    Raymond James Jul 2016 - Dec 2018
    St. Petersburg, Florida, Us
    View
  • Bny Mellon
    Project Manager
    Bny Mellon Oct 2012 - Mar 2016
    New York, Ny, Us
    View
  • University Of Central Florida
    Finance & Accounting
    University Of Central Florida Aug 2011 - Oct 2012
    Orlando, Fl, Us
    View

James A. Caldwell, Aams® Education Details

  • University Of Central Florida
    University Of Central Florida
    Finance
  • College For Financial Planning
    College For Financial Planning
    Accredited Asset Management Specialistsm Or Aams®
  • Valencia College
    Valencia College
    General Studies
  • Western Kentucky University
    Western Kentucky University
    General

Frequently Asked Questions about James A. Caldwell, Aams®

What company does James A. Caldwell, Aams® work for?

James A. Caldwell, Aams® works for Creative Comp Solutions

What is James A. Caldwell, Aams®'s role at the current company?

James A. Caldwell, Aams®'s current role is VP Financial Advisor, CUSO Financial Services, L.P. at FAIRWINDS Credit Union.

What is James A. Caldwell, Aams®'s email address?

James A. Caldwell, Aams®'s email address is jc****@****nds.org

What schools did James A. Caldwell, Aams® attend?

James A. Caldwell, Aams® attended University Of Central Florida, College For Financial Planning, Valencia College, Western Kentucky University.

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