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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
Felix Bartolomei (CRD# 2813477) is an Investment Advisor Representative working at Cuso Financial Services in Orlando, FL and has over 27 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 27 years of experience in the finance industry.
Damon Basco (CRD# 3259745) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Orlando, FL and has over 24 years of experience in the finance industry. Damon Basco 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.
James Bass (CRD# 2130792) is an Investment Advisor Representative working at Independent Financial Partners in Altamonte Springs, FL and has over 31 years of experience in the finance industry. James 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.
Justin Bassell (CRD# 5725602) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Orlando, FL and has over 13 years of experience in the finance industry.
Lisa Batcho (CRD# 4417324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 22 years of experience in the finance industry.
David Batman (CRD# 1538951) is an Investment Advisor Representative working at Batman Wealth Management, LLC in Lake Mary, FL and has over 30 years of experience in the finance industry.
Gary Baumgarten (CRD# 1112331) is an Investment Advisor Representative working at Eagle Strategies LLC in Winter Park, FL and has over 23 years of experience in the finance industry.
Fallon Beacham (CRD# 5981667) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 10 years of experience in the finance industry.
Gregory Beardslee (CRD# 2377734) is an Investment Advisor Representative working at American Harbour Wealth Management, LLC in Orlando, FL and has over 29 years of experience in the finance industry.