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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
Alberto Batista (CRD# 2289774) is an Investment Advisor Representative working at In On Capital in Miami, FL and has over 31 years of experience in the finance industry.
Claudia Batlle (CRD# 2089161) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Miami, FL and has over 12 years of experience in the finance industry. Claudia Batlle 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.
Benjamin Baum (CRD# 1504968) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miami, FL and has over 37 years of experience in the finance industry.
William Beaney (CRD# 5138058) is an Investment Advisor Representative working at Florida Atlantic Securities Corp. in Miami, FL and has over 10 years of experience in the finance industry.
Jason Beene (CRD# 4613477) is an Investment Advisor Representative working at Corient in Miami, FL and has over 20 years of experience in the finance industry. Jason Beene 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 Beggs (CRD# 5352655) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miami, FL and has over 16 years of experience in the finance industry.
Juan Pablo Bejarano (CRD# 6026960) is an Investment Advisor Representative working at Lpl Financial LLC in Miami, FL and has over 10 years of experience in the finance industry. Juan Pablo Bejarano 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.
Olivier Belleri (CRD# 5370136) is an Investment Advisor Representative working at Fidenza Asset Management Corp in Miami, FL and has over 16 years of experience in the finance industry.
Alexis Bello (CRD# 6227114) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami, FL and has over 8 years of experience in the finance industry.
Gisella Bello (CRD# 2625785) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 18 years of experience in the finance industry.