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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
Carrie Beede (CRD# 6816599) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 6 years of experience in the finance industry. Carrie Beede 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.
Rachelle Beer (CRD# 5456939) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 15 years of experience in the finance industry.
Lily Beitel-Horton (CRD# 6303481) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 9 years of experience in the finance industry. Lily Beitel-Horton 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.
Meagan Belford (CRD# 6585210) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 7 years of experience in the finance industry.
Kaitlin Bell (CRD# 5858673) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 13 years of experience in the finance industry. Kaitlin 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.
Patrick Bell (CRD# 6574889) is an Investment Advisor Representative working at Edward Jones in Loveland, CO and has over 8 years of experience in the finance industry.
Brett Bengtson (CRD# 4697859) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arvada, CO and has over 19 years of experience in the finance industry.
Noel Bennett (CRD# 4359632) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.
Samuel Bennett (CRD# 6754662) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 7 years of experience in the finance industry.
Daniel Bereck (CRD# 1231992) is an Investment Advisor Representative working at Financial Consulting Associates in Boulder, CO and has over 40 years of experience in the finance industry. Daniel Bereck 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.