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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
William Bergner (CRD# 1729390) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Canaan, CT and has over 36 years of experience in the finance industry.
Geoffrey Beringer (CRD# 1852782) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Darien, CT and has over 35 years of experience in the finance industry.
Michael Berk (CRD# 1965168) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Melville, NY and has over 34 years of experience in the finance industry.
James Bernhardt (CRD# 4271896) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 23 years of experience in the finance industry.
David Bernstein (CRD# 2003874) is an Investment Advisor Representative working at Connecticut Cambridge Advisors in Fairfield, CT and has over 29 years of experience in the finance industry. David Bernstein 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.
David Berretta (CRD# 2960958) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Hauppauge, NY and has over 19 years of experience in the finance industry.
Owen Berry (CRD# 5772181) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 14 years of experience in the finance industry.
Romeo Bertolini (CRD# 2650107) is an Investment Advisor Representative working at Laufer Wealth Management, LLC in Babylon, NY and has over 27 years of experience in the finance industry.
Christine Beschen (CRD# 1791983) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 36 years of experience in the finance industry. Christine Beschen 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.
Rick Betancourt (CRD# 5429148) is an Investment Advisor Representative working at Lpl Financial LLC in Huntington, NY and has over 16 years of experience in the finance industry.