Felix Bartolomei
VP - Financial Advisor
Series 7, 63, and 66 licenses
Life, Health, and Variable Annuity licenses
MS Education, Hofstra University
BS Education, Long Island University
Registered to conduct Securities Business in the following states: DE, FL, IL, NC, SC
Felix Bartolomei
Experience
Since 1998 Felix has been providing financial and retirement planning advice. His clients know that Felix will provide the highest level of objective and sound investment advice, helping them meet their current needs and to achieve long-term goals.
Commitment
Originally from Zaragoza, Spain, Felix grew up between Puerto Rico and Central Florida. After spending the past 17 years in Puerto Rico, he is proud to call Central Florida home. Felix is a busy father of two and is heavily involved in his children’s after-school activities.
Make an Appointment
During this appointment, we will understand your wealth management needs. We will answer your general questions and provide the next steps that best fit your situation. We will determine whether a face-to-face appointment with one of our FAIRWINDS Financial Advisors available through CUSO Financial Services, L.P.* is appropriate. A meeting may be scheduled at a date and time most convenient for you.