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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
Kevin Belshaw (CRD# 5988927) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hunt Valley, MD and has over 4 years of experience in the finance industry. Kevin Belshaw 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.
Eli Ben-Zev (CRD# 1244552) is an Investment Advisor Representative working at Prudential Financial Planning Services in Baltimore, MD and has over 14 years of experience in the finance industry.
William Benassi (CRD# 1284924) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Towson, MD and has over 39 years of experience in the finance industry.
Charles Bender (CRD# 5835396) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Charles Bender 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.
Thomas Benisch (CRD# 2986406) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Baltimore, MD and has over 5 years of experience in the finance industry.
Jane Benjes (CRD# 6801400) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 6 years of experience in the finance industry.
Christopher Benson (CRD# 6199681) is an Investment Advisor Representative working at L. K. Benson & Company, P.c. in Towson, MD and has 1 year of experience in the finance industry.
Lyle Benson (CRD# 4363773) is an Investment Advisor Representative working at L. K. Benson & Company, P.c. in Baltimore, MD and has 1 year of experience in the finance industry. Lyle Benson 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.
Carrie Beren (CRD# 5503753) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 15 years of experience in the finance industry. Carrie Beren 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.
Fred Bergdoll (CRD# 1277329) is an Investment Advisor Representative working at Bergdoll Financial Advisors, LLC in York, PA and has over 39 years of experience in the finance industry.