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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
David Baland (CRD# 2164956) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 32 years of experience in the finance industry.
Pablo Balart (CRD# 4687820) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Palm Harbor, FL and has over 20 years of experience in the finance industry.
Patricia Balezentis (CRD# 2262711) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 24 years of experience in the finance industry.
Michael Ball (CRD# 7063655) is an Investment Advisor Representative working at Edward Jones in Wimauma, FL and has over 5 years of experience in the finance industry.
Joshua Ballard (CRD# 5094224) is an Investment Advisor Representative working at Blue Ocean Wealth Management, LLC in Clearwater, FL and has over 18 years of experience in the finance industry.
Scott Bambach (CRD# 4267917) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 19 years of experience in the finance industry.
Jed Bandes (CRD# 722806) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Saint Petersburg, FL and has over 43 years of experience in the finance industry. Jed Bandes 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 Bankes (CRD# 2508793) is an Investment Advisor Representative working at Belleair Wealth Management, LLC in Saint Petersburg, FL and has over 29 years of experience in the finance industry.
Brooke Banning (CRD# 6757117) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 6 years of experience in the finance industry.
Amir Barar (CRD# 3105445) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 23 years of experience in the finance industry.