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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
Cathleen Beatrice (CRD# 5473869) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hermitage, PA and has over 10 years of experience in the finance industry.
William Becker (CRD# 4039045) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mars, PA and has over 24 years of experience in the finance industry.
Donald Bell (CRD# 5475791) is an Investment Advisor Representative working at Pnc Investments in Seven Fields, PA and has over 16 years of experience in the finance industry.
Mark Belschner (CRD# 2654829) is an Investment Advisor Representative working at Wells Fargo Advisors in Cranberry Township, PA and has over 28 years of experience in the finance industry.
Joel Bender (CRD# 1928086) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Canfield, OH and has over 34 years of experience in the finance industry.
Jeffrey Bendis (CRD# 4057468) is an Investment Advisor Representative working at Good Life Advisors, LLC in Seven Fields, PA and has over 24 years of experience in the finance industry.
David Bennett (CRD# 863683) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canfield, OH and has over 34 years of experience in the finance industry.
Wendy Bennett (CRD# 3136798) is an Investment Advisor Representative working at Bennett Associates Wealth Management in Butler, PA and has over 25 years of experience in the finance industry. Wendy Bennett 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 Berlin (CRD# 3129851) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Canfield, OH and has over 25 years of experience in the finance industry.
Jason Bernat (CRD# 5290660) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has over 13 years of experience in the finance industry.