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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
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.
Rachel Barzilay (CRD# 5573736) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 15 years of experience in the finance industry.
Tyler Bashaw (CRD# 4922569) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Lake Worth, FL and has over 19 years of experience in the finance industry.
Danielle Basilone (CRD# 5741111) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 9 years of experience in the finance industry.
Mario Basilone (CRD# 6035458) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 12 years of experience in the finance industry.
Richard Bass (CRD# 4785176) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Delray Beach, FL and has over 19 years of experience in the finance industry. Richard Bass 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.