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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
Renee Barrett (CRD# 5271238) is an Investment Advisor Representative working at D.a. Davidson & Company in Philadelphia, PA and has over 16 years of experience in the finance industry.
Peter Barron (CRD# 4572220) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Mays Landing, NJ and has over 21 years of experience in the finance industry.
Kenneth Barroway (CRD# 4389483) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Voorhees Township, NJ and has over 22 years of experience in the finance industry.
Dennis Barth (CRD# 1564121) is an Investment Advisor Representative working at Avantax Advisory Services in Brooklawn, NJ and has over 37 years of experience in the finance industry.
Brian Baskin (CRD# 5018403) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mount Laurel, NJ and has over 17 years of experience in the finance industry.
Victoria Bastardo (CRD# 6421819) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.
Jordan Bastien (CRD# 6637106) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Philadelphia, PA and has over 7 years of experience in the finance industry.
Rohi Batra (CRD# 2707408) is an Investment Advisor Representative working at Edelman Financial Engines in Cherry Hill, NJ and has over 8 years of experience in the finance industry. Rohi Batra 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.
John Battista (CRD# 3212308) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cheltenham, PA and has over 24 years of experience in the finance industry.
Andrew Bauer (CRD# 4896237) is an Investment Advisor Representative working at Brandywine Global Investment Management, LLC in Philadelphia, PA and has over 16 years of experience in the finance industry.