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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
Benjamin Birken (CRD# 5593293) is an Investment Advisor Representative working at Pisces Financial Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry. Benjamin Birken 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.
Patricia Blair (CRD# 2035516) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 34 years of experience in the finance industry.
Richard Blankenship (CRD# 1081815) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry.
Andrew Blass (CRD# 4776709) is an Investment Advisor Representative working at Atlantic Private Wealth, LLC in Chapel Hill, NC and has over 13 years of experience in the finance industry.
Bret Bledsoe (CRD# 6298663) is an Investment Advisor Representative working at Morgan Stanley in Chapel Hill, NC and has over 9 years of experience in the finance industry.
Stacy Bledsoe (CRD# 2261265) is an Investment Advisor Representative working at Morgan Stanley in Chapel Hill, NC and has over 31 years of experience in the finance industry.
Nicholas Bodnar (CRD# 6242991) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 10 years of experience in the finance industry.
David Bomar (CRD# 5030761) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 18 years of experience in the finance industry.
Gayle Bomar (CRD# 25377) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 37 years of experience in the finance industry.
Diane Bonner (CRD# 2884437) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Chapel Hill, NC and has over 18 years of experience in the finance industry. Diane Bonner 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.