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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
Paula Bannon (CRD# 6558153) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Darien, CT and has over 7 years of experience in the finance industry.
Arden Baptiste (CRD# 2456222) is an Investment Advisor Representative working at Lpl Financial LLC in W. Haverstraw, NY and has over 27 years of experience in the finance industry.
Patrick Barber (CRD# 6076283) is an Investment Advisor Representative working at Hedgeye Risk Management, LLC in Stamford, CT and has over 11 years of experience in the finance industry.
Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 17 years of experience in the finance industry.
Timothy Bardin (CRD# 5983043) is an Investment Advisor Representative working at Edward Jones in Newburgh, NY and has over 12 years of experience in the finance industry.
Jenna Barker (CRD# 5414334) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwich, CT and has over 15 years of experience in the finance industry. Jenna Barker 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 Barker (CRD# 6187222) is an Investment Advisor Representative working at Sprott Asset Management Usa Inc. in Darien, CT and has over 9 years of experience in the finance industry.
David Barr (CRD# 2304730) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Nyack, NY and has over 31 years of experience in the finance industry. David Barr 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.
Joseph Barreiro (CRD# 2438140) is an Investment Advisor Representative working at Wealth Creation Management Group LLC in Monroe, NY and has over 30 years of experience in the finance industry.
Anthony Barrese (CRD# 1710378) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Paltz, NY and has over 36 years of experience in the finance industry.