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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
Robert Berard (CRD# 5487945) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in White Plains, NY and has over 15 years of experience in the finance industry. Robert Berard 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 Berenger (CRD# 1165195) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Nanuet, NY and has over 20 years of experience in the finance industry.
Elliot Berens (CRD# 5464360) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Closter, NJ and has over 16 years of experience in the finance industry.
Leslie Berkowitz (CRD# 2988665) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 26 years of experience in the finance industry.
Marc Berkowitz (CRD# 1995735) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 34 years of experience in the finance industry.
Donald Bermack (CRD# 3045400) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irvington, NY and has over 26 years of experience in the finance industry.
Jeffrey Bernstein (CRD# 2717893) is an Investment Advisor Representative working at Silverberg Bernstein Capital Management in Armonk, NY and has over 28 years of experience in the finance industry.
Randy Bernstein (CRD# 5507010) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 15 years of experience in the finance industry. Randy Bernstein 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.
Rodd Berro (CRD# 4341041) is an Investment Advisor Representative working at Pegasus Asset Management Inc. in Montebello, NY and has 1 year of experience in the finance industry. Rodd Berro 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.
Kevin Bertoncin (CRD# 4968456) is an Investment Advisor Representative working at Ubs Financial Services Inc. in White Plains, NY and has over 13 years of experience in the finance industry.