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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 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.
Guillermo Bautista (CRD# 6606893) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Huntington, NY and has over 7 years of experience in the finance industry.
Matthew Baval (CRD# 1645002) is an Investment Advisor Representative working at Lpl Financial LLC in Levittown, NY and has over 28 years of experience in the finance industry.
Bonnie Baval-Kresin (CRD# 1078282) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 24 years of experience in the finance industry. Bonnie Baval-Kresin 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.
Thomas Beam (CRD# 2403143) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 30 years of experience in the finance industry.
Christopher Beatrice (CRD# 2169442) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington, NY and has over 32 years of experience in the finance industry.
Carol Beckett (CRD# 5336356) is an Investment Advisor Representative working at Edelman Financial Engines in East Meadow, NY and has over 16 years of experience in the finance industry.
Judith Beckman (CRD# 847688) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry. Judith Beckman 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.