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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
Jaqueline Bernal (CRD# 5995775) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 11 years of experience in the finance industry.
Kevin Berry (CRD# 6087722) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Antonio, TX and has over 11 years of experience in the finance industry.
Karan Bhanot (CRD# 6557158) is an Investment Advisor Representative working at Oagh in San Antonio, TX and has over 8 years of experience in the finance industry.
Sardar Biglari (CRD# 4446157) is an Investment Advisor Representative working at Biglari Capital Corp. in San Antonio, TX and has 1 year of experience in the finance industry.
Patrick Bitter (CRD# 3148525) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 25 years of experience in the finance industry.
Michael Blatzer (CRD# 4333989) is an Investment Advisor Representative working at Lpl Financial LLC in New Braunfels, TX and has over 22 years of experience in the finance industry. Michael Blatzer 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.
Daniel Blecher (CRD# 4662424) is an Investment Advisor Representative working at Pivot Investment Planning, LLC in San Antonio, TX and has over 20 years of experience in the finance industry.
Srdjan Blum (CRD# 4688896) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 20 years of experience in the finance industry. Srdjan Blum 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.
Douglas Bock (CRD# 6682913) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 7 years of experience in the finance industry.
Valerie Boggs (CRD# 2957615) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 22 years of experience in the finance industry.