-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Daniel Bereck (CRD# 1231992) is an Investment Advisor Representative working at Financial Consulting Associates in Boulder, CO and has over 40 years of experience in the finance industry. Daniel Bereck 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.
Menan Bergman (CRD# 6536189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greeley, CO and has over 8 years of experience in the finance industry.
Alyssa Bergsma (CRD# 6371143) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 7 years of experience in the finance industry.
Gil Berman (CRD# 2226414) is an Investment Advisor Representative working at Berman, Gil in Boulder, CO and has over 20 years of experience in the finance industry.
Andrea Berry (CRD# 6950509) is an Investment Advisor Representative working at Flatiron Financial Planning in Boulder, CO and has 1 year of experience in the finance industry. Andrea Berry 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.
Gregory Berry (CRD# 6819496) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Boulder, CO and has over 6 years of experience in the finance industry.
Brian Bertsch (CRD# 3089263) is an Investment Advisor Representative working at Wells Fargo Advisors in Erie, CO and has over 24 years of experience in the finance industry.
Ronald Besonen (CRD# 1968461) is an Investment Advisor Representative working at Epiqwest Culver Wealth Advisors LLC in Broomfield, CO and has over 17 years of experience in the finance industry.
Kevin Best (CRD# 4075985) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greeley, CO and has 1 year of experience in the finance industry.
Laura Bickel (CRD# 5734426) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 14 years of experience in the finance industry.