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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
James Beakas (CRD# 1620001) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Toledo, OH and has over 36 years of experience in the finance industry.
Brian Beaston (CRD# 5375828) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has 1 year of experience in the finance industry.
Richard Bechtel (CRD# 1377610) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Maumee, OH and has over 25 years of experience in the finance industry.
Brian Becker (CRD# 5881391) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Toledo, OH and has over 11 years of experience in the finance industry.
Marci Bennitt (CRD# 6726276) is an Investment Advisor Representative working at Edward Jones in Toledo, OH and has over 7 years of experience in the finance industry.
David Bensch (CRD# 5295254) is an Investment Advisor Representative working at Fourth Dimension Financial Group in Perrysburg, OH and has over 15 years of experience in the finance industry.
Christine Berberich (CRD# 2501159) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Northwood, OH and has over 29 years of experience in the finance industry. Christine Berberich 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.
Janice Bertz (CRD# 4803279) is an Investment Advisor Representative working at Edward Jones in Toledo, OH and has over 11 years of experience in the finance industry.
Leena Bhojraj (CRD# 5296610) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Toledo, OH and has over 17 years of experience in the finance industry.
James Bingham (CRD# 4149862) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 23 years of experience in the finance industry.