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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
Arthur Bartholomew (CRD# 725033) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Conshohocken, PA and has over 43 years of experience in the finance industry. Arthur Bartholomew 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.
Justin Bartolomucci (CRD# 5693859) is an Investment Advisor Representative working at Edward Jones in Collegeville, PA and has over 14 years of experience in the finance industry.
Jarrod Barton (CRD# 5339940) is an Investment Advisor Representative working at Wealthwise Advisors in Media, PA and has over 17 years of experience in the finance industry. Jarrod Barton 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 Barton (CRD# 5848344) is an Investment Advisor Representative working at Better Bucks Advisory in Bensalem, PA and has over 13 years of experience in the finance industry.
Kelly Bashore (CRD# 6632710) is an Investment Advisor Representative working at Addis & Hill, Incorporated in Wayne, PA and has over 8 years of experience in the finance industry.
Brian Baskin (CRD# 5018403) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mount Laurel, NJ and has over 17 years of experience in the finance industry.
Jason Bass (CRD# 5227540) is an Investment Advisor Representative working at Cordatus Wealth Management LLC in Yardley, PA and has over 13 years of experience in the finance industry.
Michael Bass (CRD# 2583399) is an Investment Advisor Representative working at Bcg Securities, Inc. in Berwyn, PA and has over 29 years of experience in the finance industry.
Jordan Bastien (CRD# 6637106) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.
Christopher Batastini (CRD# 4718699) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 20 years of experience in the finance industry.