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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
Adam Bernard (CRD# 6674471) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winter Garden, FL and has over 7 years of experience in the finance industry. Adam Bernard 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.
Matthew Bernier (CRD# 4500554) is an Investment Advisor Representative working at Certified Advisory Corp in Orlando, FL and has over 12 years of experience in the finance industry.
Aaron Bert (CRD# 5543320) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 10 years of experience in the finance industry. Aaron Bert 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.
Joseph Bert (CRD# 827053) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 40 years of experience in the finance industry. Joseph Bert 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.
Bassem Bertizlian (CRD# 2525059) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Heathrow, FL and has over 29 years of experience in the finance industry.
Cody Bertoglio (CRD# 6100371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocoee, FL and has over 10 years of experience in the finance industry.
James Bertrand (CRD# 4195721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clermont, FL and has over 15 years of experience in the finance industry.
James Bessoni (CRD# 4459914) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Villages, FL and has over 10 years of experience in the finance industry.
Gary Beveridge (CRD# 1165486) is an Investment Advisor Representative working at Exeter Financial, LLC in The Villages, FL and has over 6 years of experience in the finance industry.
Philip Beytell (CRD# 4828145) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 12 years of experience in the finance industry.