-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Erik Barnett (CRD# 5659668) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 13 years of experience in the finance industry.
Ignacio Bartolomei (CRD# 2732955) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Windermere, FL and has over 26 years of experience in the finance industry.
Deborah Beck (CRD# 5721186) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lady Lake, FL and has over 14 years of experience in the finance industry.
Louis Bell (CRD# 4557463) is an Investment Advisor Representative working at Prudential Financial Planning Services in Winter Garden, FL and has over 21 years of experience in the finance industry.
Bryan Beloff (CRD# 5892086) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windermere, FL and has over 6 years of experience in the finance industry.
Tracy Belton (CRD# 1183771) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tavares, FL and has over 39 years of experience in the finance industry.
Travis Bender (CRD# 2917425) is an Investment Advisor Representative working at Blackston Financial Advisory Group, LLC in The Villages, FL and has over 26 years of experience in the finance industry.
William Bergin (CRD# 1763464) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 36 years of experience in the finance industry.
Bennett Berman (CRD# 19627) is an Investment Advisor Representative working at The Pinnacle Financial Group in The Villages, FL and has over 41 years of experience in the finance industry.
Adam Bernard (CRD# 6674471) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winter Garden, FL and has over 7 years of experience in the finance industry. Adam Bernard 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.