-
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
Melissa Baldwin (CRD# 5324723) is an Investment Advisor Representative working at Financial Steward Associates, LLC in Boulder, CO and has over 16 years of experience in the finance industry.
Monica Baldwin (CRD# 1410593) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Longmont, CO and has over 36 years of experience in the finance industry.
Jorin Bale (CRD# 4670013) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 20 years of experience in the finance industry. Jorin Bale 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.
Michael Ballou (CRD# 5126640) is an Investment Advisor Representative working at Lpl Financial LLC in Longmont, CO and has over 17 years of experience in the finance industry.
Michael Banks (CRD# 1446951) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boulder, CO and has over 38 years of experience in the finance industry.
Edmundo Barajas (CRD# 6511827) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Collins, CO and has over 5 years of experience in the finance industry.
Darina Barciak (CRD# 4698582) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 20 years of experience in the finance industry.
Claudia Barkmeier (CRD# 703763) is an Investment Advisor Representative working at Gainline Financial Partners, LLC in Louisville, CO and has over 39 years of experience in the finance industry. Claudia Barkmeier 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 Barkmeier (CRD# 2995468) is an Investment Advisor Representative working at Gainline Financial Partners, LLC in Louisville, CO and has over 26 years of experience in the finance industry.
Adam Barnai is the owner and registered investment advisor representative of Barnai Asset Management LLC. Adam passed the Uniform Investment Advisor Law Exam in 2014 and began building the foundation for his investment advisory firm. In May of 2015, Barnai Asset Management LLC became a registered firm in the state of Colorado.
His passion for the financial markets and stock investing began in 2000. He quickly realized the financial potential of being an astute investor as well as the vast amount of knowledge and experience required to become such an investor. Over the next 15 years Adam spent...