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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
David Beck (CRD# 5277934) is an Investment Advisor Representative working at David Beck Financial Services LLC in Portland, OR and has over 17 years of experience in the finance industry. David Beck 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.
Shalisa Beck (CRD# 1918112) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 17 years of experience in the finance industry. Shalisa Beck 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.
Jacob Becker (CRD# 4230726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 22 years of experience in the finance industry. Jacob Becker 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.
Patrick Becker (CRD# 2131702) is an Investment Advisor Representative working at Becker Capital Management, Inc. in Portland, OR and has over 33 years of experience in the finance industry.
Trevor Becker (CRD# 3191413) is an Investment Advisor Representative working at Commonwealth Financial Network in Portland, OR and has over 16 years of experience in the finance industry.
Robert Bedritis (CRD# 1058646) is an Investment Advisor Representative working at Oswego Private Wealth Management in Lake Oswego, OR and has over 32 years of experience in the finance industry.
Gretchen Behnke (CRD# 6702148) is an Investment Advisor Representative working at Pearl Financial Planning, LLC in Portland, OR and has over 7 years of experience in the finance industry. Gretchen Behnke 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.
Ryan Belding (CRD# 4808537) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 19 years of experience in the finance industry.
Daniel Belica (CRD# 502448) is an Investment Advisor Representative working at Ims Capital Management in Portland, OR and has over 20 years of experience in the finance industry.
Timothy Bellinger (CRD# 1122416) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dallas, OR and has over 32 years of experience in the finance industry. Timothy Bellinger 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.