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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
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.
Melissa Bergman (CRD# 5335667) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boca Raton, FL and has over 16 years of experience in the finance industry. Melissa Bergman 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.
Jason Berk (CRD# 2068025) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boca Raton, FL and has over 14 years of experience in the finance industry.
Brad Berkowitz (CRD# 2171344) is an Investment Advisor Representative working at Mml Investors Services, LLC in Boca Raton, FL and has over 32 years of experience in the finance industry.
Eric Berman (CRD# 6003292) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 12 years of experience in the finance industry.
Glen Berngard (CRD# 2119414) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 33 years of experience in the finance industry. Glen Berngard 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.
Richard Bernstein (CRD# 1782178) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boca Raton, FL and has over 31 years of experience in the finance industry.
Robert Berrin (CRD# 1047871) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Boca Raton, FL and has over 24 years of experience in the finance industry.
Jonathan Berusch (CRD# 4582394) is an Investment Advisor Representative working at Alliancebernstein LP in Boca Raton, FL and has over 21 years of experience in the finance industry.