Barrett W Costello

Financial Advisor

Barrett W Costello is a eficient expert, that works in Ameriprise Financial Services, Inc main office of which is in 430. on the position of Financial Advisor from 2020. Barrett W Costello has earned professional experience in more than six positions at various companies. Barrett W Costello went to the Roger Williams University and received education there from 1995 to 1999. Stow, Massachusetts is the area, where this expert was lastly known to settle. Barrett's email address and number are easily accessed through SoftwareOfficial on demand.
Name variants:
Barry Costello, Barrie Costello
Last updated Jul 03, 2024

Contact Information

Last Update
Jul 7, 2022
Email
ba**@nb.com, bc**@fbr.com, ba**@vitale.com
Location
Stow, MA

Workplace

Ameriprise Financial Services, Inc.
Financial Advisor

Industry

Financial Services

Work History

Financial Advisor

3500 Packerland Dr, De Pere, WI 54115
from Feb 2020

Financial Advisor

60 Walnut St SUITE 101A, Wellesley, MA 02481
Financial Advisor and Managing Partner, Balance Wealth Advisors in Providence, RI. Our independence powered by LPL Financial. I love what I do and I strive to get better at it every year. We...
Jun 2017 — Jan 2018

Senior Regional Director, Vice President

1290 Avenue Of The Americas, New York, NY 10018
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for institut...
Mar 1, 2014 — Feb 2017

Public Relations Director

1290 Broadway SUITE 1625, Denver, CO 80203
Jan 2013 — Jan 2015

Vice President

7250 Redwood Blvd SUITE 200, Novato, CA 94945
Jul 2007 — Mar 2014

Inside Wholesaler

245 Summer St, Boston, MA 02210
Jun 1999 — Jun 2007

Education

Occupations

Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Executive
Managing Partner
Advisor
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Partner
Chief Executive

Skills

Portfolio Management
Series 63
Series 7
Mutual Funds
Asset Allocation
Alternative Investments
Equities
Asset Managment
Investments
Sales&Marketing
Asset Management
Financial Analysis
Financial Advisory
Risk Management
Strategic Financial Planning
Financial Planning
Fixed Income
Securities
Wealth Management
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