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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
Lawrence Barth (CRD# 1474057) is an Investment Advisor Representative working at Park Avenue Securities LLC in Melville, NY and has over 35 years of experience in the finance industry.
Michael Bartolotta (CRD# 4450916) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hauppauge, NY and has over 17 years of experience in the finance industry.
Robert Bartolotta (CRD# 1943239) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry.
William Bates (CRD# 1037929) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 23 years of experience in the finance industry.
Aragorn Batsford (CRD# 4817005) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hauppauge, NY and has over 16 years of experience in the finance industry.
Brian Batter (CRD# 4348891) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Port Jefferson Station, NY and has over 17 years of experience in the finance industry.
Eric Baumbach (CRD# 2952712) is an Investment Advisor Representative working at Eagle Strategies LLC in Melville, NY and has over 26 years of experience in the finance industry.
Martha Baumbach (CRD# 5229069) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melville, NY and has over 17 years of experience in the finance industry. Martha Baumbach 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 Beam (CRD# 2403143) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 30 years of experience in the finance industry.
Judith Beckman (CRD# 847688) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry. Judith Beckman 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.