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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
Eric Barker (CRD# 7047969) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Boca Raton, FL and has over 5 years of experience in the finance industry.
Jordan Barletta (CRD# 4599766) is an Investment Advisor Representative working at Kasmat Risk Management, LLC in Coral Springs, FL and has over 15 years of experience in the finance industry. Jordan Barletta 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.
Kenneth Barnes (CRD# 6254490) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Lauderdale, FL and has over 10 years of experience in the finance industry.
Benjamin Barning (CRD# 6955955) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.
Elizabeth Barrett (CRD# 2826888) is an Investment Advisor Representative working at Sterling Wealth Advisors, Inc. in Plantation, FL and has over 26 years of experience in the finance industry. Elizabeth Barrett 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.
Robert Barrett (CRD# 2332277) is an Investment Advisor Representative working at Primerica Advisors in Coral Springs, FL and has over 30 years of experience in the finance industry.
James Barry (CRD# 1088379) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 20 years of experience in the finance industry.
Patricia Barry (CRD# 3239379) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 13 years of experience in the finance industry.
John Bartell (CRD# 2775089) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 24 years of experience in the finance industry.
Jessica Bartlone (CRD# 6388032) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has 2 years of experience in the finance industry.