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Distance Metro area (25 miles)
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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
Kevin Berenzweig (CRD# 5063028) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.
Jerrold Bergner (CRD# 2402897) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 30 years of experience in the finance industry.
Candace Berkman (CRD# 3161632) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Diego, CA and has over 24 years of experience in the finance industry.
Robert Bernard (CRD# 705891) is an Investment Advisor Representative working at Financial Sense Advisors, Inc. in San Diego, CA and has over 37 years of experience in the finance industry.
Rick Berta (CRD# 4222272) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 23 years of experience in the finance industry.
Christopher Bertorelli (CRD# 2386832) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 26 years of experience in the finance industry. Christopher Bertorelli 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.
Zackery Bertrand (CRD# 6589971) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Diego, CA and has over 7 years of experience in the finance industry.
Bradford Best (CRD# 2669681) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 27 years of experience in the finance industry.
Erin Bethge (CRD# 6538858) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Diego, CA and has over 8 years of experience in the finance industry. Erin Bethge 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.
Curt Beyer (CRD# 4003516) is an Investment Advisor Representative working at Lpl Financial LLC in Escondido, CA and has over 24 years of experience in the finance industry.