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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
Camelia Barsoum (CRD# 4047875) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 23 years of experience in the finance industry.
Brett Bartman (CRD# 4559721) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Beverly Hills, CA and has over 21 years of experience in the finance industry.
Kary Bartmasser (CRD# 4880672) is an Investment Advisor Representative working at Kb Private Wealth Management Group in Beverly Hills, CA and has over 18 years of experience in the finance industry.
Jonathan Beck (CRD# 5584575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beverly Hills, CA and has over 15 years of experience in the finance industry.
Christopher Beckett (CRD# 4816193) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 19 years of experience in the finance industry.
Hale Behzadi (CRD# 4362372) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Beverly Hills, CA and has over 22 years of experience in the finance industry.
David Bender (CRD# 1083236) is an Investment Advisor Representative working at Siebert Advisornxt, LLC in Beverly Hills, CA and has over 39 years of experience in the finance industry.
David Berman (CRD# 1274303) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beverly Hills, CA and has over 39 years of experience in the finance industry.
Paul Berman (CRD# 717991) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beverly Hills, CA and has over 40 years of experience in the finance industry.
Charlotte Berry (CRD# 6754721) is an Investment Advisor Representative working at Hightower Advisors, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry. Charlotte Berry 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.