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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
One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.
Thomas knew immediately that he needed to do something to prevent this tragedy from happening...
Alyssa Abbate (CRD# 6980780) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Vero Beach, FL and has over 5 years of experience in the finance industry.
Marc Aiken (CRD# 1076829) is an Investment Advisor Representative working at Securities Research, Inc. in Vero Beach, FL and has over 39 years of experience in the finance industry.
Ronald Baliton (CRD# 2413681) is an Investment Advisor Representative working at Lpl Financial LLC in Vero Beach, FL and has over 30 years of experience in the finance industry.
Edward Bamberg (CRD# 2693807) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vero Beach, FL and has over 28 years of experience in the finance industry. Edward Bamberg 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.
Kathryn Barton (CRD# 4314762) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.
Ryan Bass (CRD# 6478304) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Vero Beach, FL and has over 8 years of experience in the finance industry.
Guy Bassini (CRD# 1874159) is an Investment Advisor Representative working at Treasure Coast Financial Planning, Inc. in Vero Beach, FL and has over 35 years of experience in the finance industry. Guy Bassini 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.
Sharon Bastide (CRD# 829602) is an Investment Advisor Representative working at Client 1st Advisory Group in Vero Beach, FL and has over 15 years of experience in the finance industry.
Alexander Batt (CRD# 2967019) is an Investment Advisor Representative working at Wells Fargo Advisors in Vero Beach, FL and has over 18 years of experience in the finance industry.