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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# 2163662) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has over 32 years of experience in the finance industry.
Dimitry Belokopyty (CRD# 5796493) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Exton, PA and has over 12 years of experience in the finance industry.
Rebecca Bench (CRD# 4970290) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Wilmington, DE and has over 18 years of experience in the finance industry.
Christi Bender (CRD# 5235366) is an Investment Advisor Representative working at Vermillion & White Wealth Management Group in Phoenixville, PA and has 1 year of experience in the finance industry.
Gerard Benedict (CRD# 5681059) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 14 years of experience in the finance industry. Gerard Benedict 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.
David Benfer (CRD# 2449219) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 30 years of experience in the finance industry. David Benfer 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.
Bryan Benner (CRD# 3085001) is an Investment Advisor Representative working at Commonwealth Financial Network in Berwyn, PA and has over 25 years of experience in the finance industry. Bryan Benner 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.
Leslie Benzak (CRD# 4459344) is an Investment Advisor Representative working at Commonwealth Financial Network in Harleysville, PA and has over 23 years of experience in the finance industry. Leslie Benzak 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.
William Berberich (CRD# 4367852) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 22 years of experience in the finance industry. William Berberich 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.
Stephen Berkeridge (CRD# 6215818) is an Investment Advisor Representative working at Avantax Advisory Services in North East, MD and has over 9 years of experience in the finance industry.