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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
Scott Bartone (CRD# 5123973) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 17 years of experience in the finance industry.
Alexandra Bartonik (CRD# 4295056) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington, NY and has over 23 years of experience in the finance industry.
Ian Bass (CRD# 5459387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 16 years of experience in the finance industry.
William Bates (CRD# 1037929) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 23 years of experience in the finance industry.
Aragorn Batsford (CRD# 4817005) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hauppauge, NY and has over 16 years of experience in the finance industry.
Brian Batter (CRD# 4348891) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Port Jefferson Station, NY and has over 17 years of experience in the finance industry.
Ross Bauer (CRD# 6205298) is an Investment Advisor Representative working at Wells Fargo Advisors in Old Greenwich, CT and has over 9 years of experience in the finance industry.
Eric Baumbach (CRD# 2952712) is an Investment Advisor Representative working at Eagle Strategies LLC in Melville, NY and has over 26 years of experience in the finance industry.
Martha Baumbach (CRD# 5229069) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melville, NY and has over 17 years of experience in the finance industry. Martha Baumbach 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.
Warren Bausert (CRD# 1487285) is an Investment Advisor Representative working at Lpl Financial LLC in Jericho, NY and has over 37 years of experience in the finance industry.