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

See BrokerCheck by FINRA
Felix Bartolomei. VP - Financial Advisor

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.

Make an Appointment
FAIRWINDS: For 75 Years...Financial Freedom happens here.Financial Freedom happens here.®

Footnotes

    Wealth Management available through CUSO Financial Services, LP*

    Check the background of this firm on BrokerCheck

    Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

    CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

    Routing Number ⑆ 263181368
    © 2025 FAIRWINDS Credit Union