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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Daniel Bergmann (CRD# 6755655) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.
Carina Berlin (CRD# 6260735) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry. Carina Berlin 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.
James Berliner (CRD# 4347667) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Marc Berman (CRD# 2632701) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 28 years of experience in the finance industry.
Martin Berman (CRD# 2406962) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Los Angeles, CA and has over 30 years of experience in the finance industry.
Scott Berman (CRD# 3190448) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 24 years of experience in the finance industry.
Andrew Bernell (CRD# 6371978) is an Investment Advisor Representative working at Century Park Wealth Management, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry. Andrew Bernell 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.
Jake Bernstein (CRD# 7029191) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.
Steven Bernstein (CRD# 4721363) is an Investment Advisor Representative working at Lpl Financial LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.
Raymond Bertrand (CRD# 2949869) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.