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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
Jac Bentley (CRD# 3075676) is an Investment Advisor Representative working at Bentley Wealth Management, LLC in Marblehead, MA and has over 25 years of experience in the finance industry.
Edward Benway (CRD# 2224897) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 29 years of experience in the finance industry.
Paul Bergeron (CRD# 2525488) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnfield, MA and has over 28 years of experience in the finance industry. Paul Bergeron 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.
Brandon Bergstrom (CRD# 2887425) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 26 years of experience in the finance industry.
Eric Bergstrom (CRD# 2852526) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Stoneham, MA and has over 26 years of experience in the finance industry.
Marc Berman (CRD# 3088816) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 25 years of experience in the finance industry. Marc Berman 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.
Dana Bernard (CRD# 2322017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Topsfield, MA and has over 30 years of experience in the finance industry.
Daniel Bernardo (CRD# 5953315) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 12 years of experience in the finance industry. Daniel Bernardo 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.
Philippe Berthoud (CRD# 5270860) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Danvers, MA and has over 16 years of experience in the finance industry.
Barry Betters (CRD# 5941511) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry. Barry Betters 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.