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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
Mark Berube (CRD# 1555856) is an Investment Advisor Representative working at Patriot Advisory Group in La Quinta, CA and has over 37 years of experience in the finance industry.
Stephen Biesinger (CRD# 4689955) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 20 years of experience in the finance industry.
Robert Binkele (CRD# 2393598) is an Investment Advisor Representative working at Dst Wealth Management LLC in Indian Wells, CA and has over 29 years of experience in the finance industry.
Jon-marc Blalock (CRD# 6433805) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 9 years of experience in the finance industry.
William Blanke (CRD# 6420174) is an Investment Advisor Representative working at Hightower Advisors, LLC in Palm Desert, CA and has over 9 years of experience in the finance industry.
Marcia Bloemendaal (CRD# 1997256) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Desert, CA and has over 34 years of experience in the finance industry.
Lawrence Blumenfeld (CRD# 1127692) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Rancho Mirage, CA and has over 40 years of experience in the finance industry.
Tara Bokosky (CRD# 6916985) is an Investment Advisor Representative working at Sachi Financial Planning in Newport Beach, CA and has over 5 years of experience in the finance industry. Tara Bokosky 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.
Marc Boracchia (CRD# 6233887) is an Investment Advisor Representative working at Boracchia Wiviott Wealth Partners LLC in Palm Desert, CA and has over 9 years of experience in the finance industry.
Michael Borders (CRD# 4961654) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Springs, CA and has over 18 years of experience in the finance industry.