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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
Melanie Bergevin (CRD# 4871319) is an Investment Advisor Representative working at Edward Jones in Lincoln, CA and has over 19 years of experience in the finance industry.
Amy Bertle (CRD# 6302419) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 9 years of experience in the finance industry. Amy Bertle 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.
Valerie Bevan (CRD# 3068598) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sacramento, CA and has over 25 years of experience in the finance industry.
James Biasotti (CRD# 2903140) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 21 years of experience in the finance industry.
Marcia Bice (CRD# 4438359) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 14 years of experience in the finance industry.
Kenneth Bielejeski (CRD# 2307255) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Roseville, CA and has over 31 years of experience in the finance industry.
Thomas Biggs (CRD# 1341020) is an Investment Advisor Representative working at Western International Securities in Roseville, CA and has over 39 years of experience in the finance industry.
James Biller (CRD# 4457241) is an Investment Advisor Representative working at Wedbush Securities Inc. in Sacramento, CA and has over 22 years of experience in the finance industry.
Nathan Billigmeier (CRD# 5750851) is an Investment Advisor Representative working at Towerpoint Wealth, LLC in Sacramento, CA and has over 10 years of experience in the finance industry.
Benjamin Bimson (CRD# 4835074) is an Investment Advisor Representative working at Trek Financial in Davis, CA and has over 19 years of experience in the finance industry.