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Distance Only Boca Raton, FL
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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
Rachel Barzilay (CRD# 5573736) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 15 years of experience in the finance industry.
Seth Bassoff (CRD# 2948086) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boca Raton, FL and has over 26 years of experience in the finance industry.
Michael Baumhor (CRD# 6123666) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boca Raton, FL and has over 9 years of experience in the finance industry. Michael Baumhor 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.
Elizabeth Bedinger (CRD# 1554786) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boca Raton, FL and has over 37 years of experience in the finance industry.
Jonathan Beitler (CRD# 3213714) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boca Raton, FL and has over 25 years of experience in the finance industry.
Ryan Beliveau (CRD# 5652702) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 14 years of experience in the finance industry.
Christopher Bell (CRD# 5422543) is an Investment Advisor Representative working at Rockefeller Capital Management in Boca Raton, FL and has over 16 years of experience in the finance industry.
Robin Ben-Lev (CRD# 1504037) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 37 years of experience in the finance industry.
Carlos Benitez (CRD# 4704737) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 20 years of experience in the finance industry.
Michael Berg (CRD# 2633827) is an Investment Advisor Representative working at Cmc Advisors, Inc. in Boca Raton, FL and has over 28 years of experience in the finance industry.