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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
Angela Berry (CRD# 2683493) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Columbus, OH and has over 24 years of experience in the finance industry.
Matthew Besier (CRD# 6806124) is an Investment Advisor Representative working at Edward Jones in Columbus, OH and has over 6 years of experience in the finance industry.
Jeffrey Best (CRD# 2157059) is an Investment Advisor Representative working at Buckeye Wealth Management LLC in Westerville, OH and has over 23 years of experience in the finance industry. Jeffrey Best 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.
Edward Bettner (CRD# 4549441) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Columbus, OH and has over 21 years of experience in the finance industry.
Alan Beymer (CRD# 4194840) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 23 years of experience in the finance industry.
Anup Bhatt (CRD# 3141992) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lewis Center, OH and has over 23 years of experience in the finance industry.
Mahesh Bhupalam (CRD# 5895302) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbus, OH and has over 12 years of experience in the finance industry.
Susan Bickel (CRD# 5713779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 9 years of experience in the finance industry.
Douglas Bickert (CRD# 5924499) is an Investment Advisor Representative working at Edward Jones in Westerville, OH and has over 12 years of experience in the finance industry.
Geoffrey Biehn (CRD# 4873865) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 19 years of experience in the finance industry. Geoffrey Biehn 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.