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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
Richard Bell (CRD# 1468480) is an Investment Advisor Representative working at Searle & Company in Greenwich, CT and has over 38 years of experience in the finance industry.
Michael Beloff (CRD# 4457805) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Stamford, CT and has over 22 years of experience in the finance industry. Michael Beloff 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.
Steven Bender (CRD# 6124244) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Valhalla, NY and has over 11 years of experience in the finance industry. Steven Bender 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.
Michael Benedetto (CRD# 4924958) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Yorktown Heights, NY and has over 12 years of experience in the finance industry.
Michael Benenson (CRD# 1107698) is an Investment Advisor Representative working at Bay Colony Advisors in Greenwich, CT and has over 39 years of experience in the finance industry.
Anne Bensel (CRD# 1901833) is an Investment Advisor Representative working at Morgan Stanley in Greenwich, CT and has over 35 years of experience in the finance industry.
Megan Berendowski (CRD# 4838669) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenwich, CT and has over 19 years of experience in the finance industry.
William Bergner (CRD# 1729390) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Canaan, CT and has over 36 years of experience in the finance industry.
Geoffrey Beringer (CRD# 1852782) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Darien, CT and has over 35 years of experience in the finance industry.
Brett Berkman (CRD# 4423880) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwich, CT and has over 21 years of experience in the finance industry.