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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
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.
Shannon Bene (CRD# 2691744) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 28 years of experience in the finance industry. Shannon Bene 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.
Spring Bennett (CRD# 2929067) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lake Oswego, OR and has over 22 years of experience in the finance industry.
Steven Beranek (CRD# 5444210) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 16 years of experience in the finance industry.
William Berg (CRD# 1293270) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Portland, OR and has over 34 years of experience in the finance industry. William Berg 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.
Mark Bernazzani (CRD# 5566001) is an Investment Advisor Representative working at My Personal Cfo, LLC in Vancouver, WA and has over 14 years of experience in the finance industry. Mark Bernazzani 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.