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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 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.
Patsy Berner (CRD# 1146726) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 40 years of experience in the finance industry.
Natalie Berning (CRD# 6382718) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 9 years of experience in the finance industry.
Ryan Berning (CRD# 6755794) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Portland, OR and has over 7 years of experience in the finance industry. Ryan Berning 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 Bernstein (CRD# 3126233) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Portland, OR and has over 25 years of experience in the finance industry.
Robert Beswick (CRD# 1040843) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 38 years of experience in the finance industry. Robert Beswick 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.
Reece Betcher (CRD# 7047813) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
Carol Bethune (CRD# 4559410) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 21 years of experience in the finance industry. Carol Bethune 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 Betita (CRD# 5640740) is an Investment Advisor Representative working at Morgan Stanley in Portland, OR and has over 15 years of experience in the finance industry.
Jon Bettendorf (CRD# 2985395) is an Investment Advisor Representative working at Quest Investment Management, LLC in Lake Oswego, OR and has over 26 years of experience in the finance industry.