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Distance Only New York, NY
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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
Melissa Badlu (CRD# 4369186) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 23 years of experience in the finance industry.
Aimee Baehr (CRD# 4379743) is an Investment Advisor Representative working at Total Alignment Wealth Advisors, LLC in New York, NY and has over 17 years of experience in the finance industry. Aimee Baehr 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.
Joshua Baer (CRD# 5486268) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in New York, NY and has over 12 years of experience in the finance industry. Joshua Baer 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.
Jessica Baez (CRD# 6308178) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 10 years of experience in the finance industry.
Jose Baez (CRD# 5176552) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 17 years of experience in the finance industry.
Christopher Baggini (CRD# 2371806) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 6 years of experience in the finance industry.
Latoya Bagwell (CRD# 5593734) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 8 years of experience in the finance industry.
Nicholas Bahamonde (CRD# 5939714) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 7 years of experience in the finance industry.
Jonathan Bailey (CRD# 6745672) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in New York, NY and has over 6 years of experience in the finance industry.
Mason Bailey (CRD# 6900735) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 6 years of experience in the finance industry.