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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
Joseph Bert (CRD# 827053) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 40 years of experience in the finance industry. Joseph Bert 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.
Bassem Bertizlian (CRD# 2525059) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Heathrow, FL and has over 29 years of experience in the finance industry.
Michael Berzovich (CRD# 3213654) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 24 years of experience in the finance industry. Michael Berzovich 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.
James Bessoni (CRD# 4459914) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Villages, FL and has over 10 years of experience in the finance industry.
Gary Beveridge (CRD# 1165486) is an Investment Advisor Representative working at Exeter Financial, LLC in The Villages, FL and has over 6 years of experience in the finance industry.
Joseph Bilello (CRD# 1867755) is an Investment Advisor Representative working at G. A. Repple & Company in Longwood, FL and has over 31 years of experience in the finance industry.
John Bitting (CRD# 6336720) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Gregory Black (CRD# 2693375) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 26 years of experience in the finance industry.
Meghan Black (CRD# 6655670) is an Investment Advisor Representative working at Edward Jones in The Villages, FL and has over 7 years of experience in the finance industry.
Tanya Black (CRD# 4262977) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 23 years of experience in the finance industry.