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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
James Barry (CRD# 1088379) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 20 years of experience in the finance industry.
Kevin Barry (CRD# 1912056) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 31 years of experience in the finance industry. Kevin Barry 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.
Patricia Barry (CRD# 3239379) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 13 years of experience in the finance industry.
John Bartell (CRD# 2775089) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 24 years of experience in the finance industry.
Jon Bartholomew (CRD# 6056895) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 10 years of experience in the finance industry.
Jessica Bartlone (CRD# 6388032) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has 2 years of experience in the finance industry.
Samuel Bartoletta (CRD# 2457391) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boca Raton, FL and has over 29 years of experience in the finance industry. Samuel Bartoletta 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.
Thomas Bartolomeo (CRD# 1823924) is an Investment Advisor Representative working at Newedge Advisors in Delray Beach, FL and has over 30 years of experience in the finance industry.
Joseph Barton (CRD# 6331997) is an Investment Advisor Representative working at Primerica Advisors in Coral Springs, FL and has over 6 years of experience in the finance industry.
Robert Barton (CRD# 2955818) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 26 years of experience in the finance industry.