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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
Erik Barnett (CRD# 5659668) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 13 years of experience in the finance industry.
Brian Barone (CRD# 3229891) is an Investment Advisor Representative working at Sei Investments Management Corp in Oviedo, FL and has over 24 years of experience in the finance industry.
Nicolas Barone (CRD# 6215461) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 10 years of experience in the finance industry.
Scott Barr (CRD# 1313596) is an Investment Advisor Representative working at Morgan Stanley in Winter Park, FL and has over 18 years of experience in the finance industry.
Elayna Barrison (CRD# 6308938) is an Investment Advisor Representative working at City National Rochdale in Lake Mary, FL and has over 7 years of experience in the finance industry.
Kevin Barry (CRD# 2702161) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 28 years of experience in the finance industry. Kevin Barry 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.
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 26 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.