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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
Michael G. Bell (CRD# 2316672) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Madison, WI and has over 29 years of experience in the finance industry. Michael G. 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.
Matthew Bellin (CRD# 5555170) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Madison, WI and has over 12 years of experience in the finance industry.
Paul Benrud (CRD# 3026796) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 26 years of experience in the finance industry.
Charles Benton (CRD# 6826339) is an Investment Advisor Representative working at Primerica Advisors in Madison, WI and has over 6 years of experience in the finance industry.
Beverly Bertram (CRD# 5579324) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
Michelle Bertram (CRD# 5402999) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
Timothy Bickmore (CRD# 6172674) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 11 years of experience in the finance industry. Timothy Bickmore 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.
Earl Bischoff (CRD# 5093213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Madison, WI and has over 18 years of experience in the finance industry.
Maya Bittar (CRD# 2233709) is an Investment Advisor Representative working at Madison Investment Advisors, LLC in Madison, WI and has over 30 years of experience in the finance industry.