Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Kaplow is a financial advisor registered with IBN Financial Services, Inc. Bart has over 50 years of experience in the financial services industry. Bart's experience includes working for FINANCIAL WEST GROUP, CAPITAL STRATEGIES LIMITED, LINCOLN INVESTMENT PLANNING, INC., CARDELL & ASSOCIATES, INCORPORATED, CHUBB SECURITIES CORPORATION, FIN-PLAN INVESTMENTS, INC., SHEARSON, HAMMILL & CO., INCORPORATED, BAYLIN ADVISORS, INC., and FIN-PLAN INVESTMENTS, INC. Bart is licensed to provide financial advice in Florida, New Jersey, and Pennsylvania. Bart is a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
PA
06/29/2022 - Present
IBN Financial Services, Inc. (Phoenixville PA)
PA
06/25/2003 - 10/13/2017
FINANCIAL WEST GROUP (PHOENIXVILLE PA)
PA
01/31/1982 - 01/06/2004
CAPITAL STRATEGIES LIMITED (PHILADELPHIA PA)
NA
11/14/1978 - 10/11/1983
LINCOLN INVESTMENT PLANNING, INC.
NA
02/26/1980 - 12/08/1981
CARDELL & ASSOCIATES, INCORPORATED
NA
04/07/1975 - 03/11/1980
CHUBB SECURITIES CORPORATION
NA
07/25/1973 - 05/03/1975
FIN-PLAN INVESTMENTS, INC.
NA
09/19/1972 - 09/01/1973
SHEARSON, HAMMILL & CO., INCORPORATED
NA
08/06/1971 - 10/01/1972
BAYLIN ADVISORS, INC.
NA
01/02/1970 - 07/29/1971
FIN-PLAN INVESTMENTS, INC.
BC
Issued 12/12/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/05/1981
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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