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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
Douglas Bauerband (CRD# 2850269) is an Investment Advisor Representative working at G. Douglas Wealth Management in Toms River, NJ and has over 24 years of experience in the finance industry.
Jessica Baumgartner (CRD# 5156945) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 17 years of experience in the finance industry.
Christian Beach (CRD# 6256695) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toms River, NJ and has over 10 years of experience in the finance industry.
Michael Becker (CRD# 5236408) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Yardley, PA and has over 17 years of experience in the finance industry.
Daniel Beckerman (CRD# 4227932) is an Investment Advisor Representative working at Beckerman Wealth in Ocean Grove, NJ and has over 23 years of experience in the finance industry.
David Belicose (CRD# 5358784) is an Investment Advisor Representative working at Equitable Advisors, LLC in Toms River, NJ and has over 8 years of experience in the finance industry.
James Bell (CRD# 2653950) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yardley, PA and has over 23 years of experience in the finance industry. James Bell 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.
William Bell (CRD# 1095726) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manasquan, NJ and has over 40 years of experience in the finance industry.
Timothy Bennett (CRD# 5973216) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Yardley, PA and has over 11 years of experience in the finance industry.
Mark Bentivegna (CRD# 4263505) is an Investment Advisor Representative working at Lpl Financial LLC in Waretown, NJ and has over 19 years of experience in the finance industry.