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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
Tina Bernardi (CRD# 2667590) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 8 years of experience in the finance industry.
Thomas Bevington (CRD# 6703768) is an Investment Advisor Representative working at Edward Jones in Centerville, IN and has over 7 years of experience in the finance industry.
David Beyerle (CRD# 5999436) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Miamisburg, OH and has over 10 years of experience in the finance industry. David Beyerle 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.
Timothy Birt (CRD# 5195200) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has over 12 years of experience in the finance industry.
Kimberly Bish (CRD# 4342458) is an Investment Advisor Representative working at Key Investment Services LLC in Vandalia, OH and has over 22 years of experience in the finance industry.
Edward Blake (CRD# 2462336) is an Investment Advisor Representative working at Blake Schutter Wealth in Dayton, OH and has over 30 years of experience in the finance industry.
Alisha Blalock (CRD# 6942525) is an Investment Advisor Representative working at Edward Jones in West Carrollton, OH and has over 5 years of experience in the finance industry.
James Blalock (CRD# 2518828) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 27 years of experience in the finance industry.
Thomas Blalock (CRD# 1402546) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 37 years of experience in the finance industry.
Milton Blersch (CRD# 2716843) is an Investment Advisor Representative working at Blue Bison Investments in Centerville, IN and has over 27 years of experience in the finance industry.