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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
James Barbi (CRD# 2399515) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wayne, NJ and has over 29 years of experience in the finance industry.
Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 17 years of experience in the finance industry.
David Barol (CRD# 2435166) is an Investment Advisor Representative working at Creativeone Securities, LLC in Dingmans Ferry, PA and has over 30 years of experience in the finance industry. David Barol 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.
Joseph Barreiro (CRD# 2438140) is an Investment Advisor Representative working at Wealth Creation Management Group LLC in Monroe, NY and has over 30 years of experience in the finance industry.
John Bartlett (CRD# 5973991) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has 6 years of experience in the finance industry. John Bartlett 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Diana Behre (CRD# 2821618) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Andover, NJ and has over 27 years of experience in the finance industry. Diana Behre 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.
John Bello (CRD# 1672841) is an Investment Advisor Representative working at Aurora Private Wealth, Inc. in Rockaway, NJ and has over 31 years of experience in the finance industry.
Steven Bellog (CRD# 6132834) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wayne, NJ and has over 11 years of experience in the finance industry.
Antoinette Bergwall (CRD# 4798836) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wayne, NJ and has over 12 years of experience in the finance industry.
David Berntsen (CRD# 1480860) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, NJ and has over 37 years of experience in the finance industry.