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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
Suzanne Barry (CRD# 6599159) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 5 years of experience in the finance industry.
Bailey Bartee (CRD# 4641982) is an Investment Advisor Representative working at Wells Fargo Advisors in Charlotte, NC and has over 20 years of experience in the finance industry. Bailey Bartee 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.
Hugo Bartell (CRD# 5942742) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
Tim Bartolomeo (CRD# 6613012) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
Jon Bass (CRD# 5785814) is an Investment Advisor Representative working at Prudential Financial Planning Services in Charlotte, NC and has over 13 years of experience in the finance industry.
Charles Bassing (CRD# 6466930) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry. Charles Bassing 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.
Elizabeth Battaglia (CRD# 6215227) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
Brian Battle (CRD# 2421649) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlotte, NC and has over 29 years of experience in the finance industry.
Kevin Battle (CRD# 4146876) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 23 years of experience in the finance industry.
Nicholas Baumgarten (CRD# 6519540) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 8 years of experience in the finance industry.