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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
Marcola Bennett (CRD# 3012286) is an Investment Advisor Representative working at Advice And Planning Services in Orlando, FL and has over 25 years of experience in the finance industry.
Richard Berardo (CRD# 2003637) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Park, FL and has over 34 years of experience in the finance industry.
Kelly Berenbaum (CRD# 2499748) is an Investment Advisor Representative working at Blue Tree Financial in Winter Park, FL and has 1 year of experience in the finance industry. Kelly Berenbaum 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.
Wayne Berna (CRD# 2788280) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ormond Beach, FL and has over 27 years of experience in the finance industry.
Matthew Bernier (CRD# 4500554) is an Investment Advisor Representative working at Certified Advisory Corp in Orlando, FL and has over 12 years of experience in the finance industry.
Aaron Bert (CRD# 5543320) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 10 years of experience in the finance industry. Aaron Bert 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.
Joseph Bert (CRD# 827053) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 40 years of experience in the finance industry. Joseph Bert 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.
Bassem Bertizlian (CRD# 2525059) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Heathrow, FL and has over 29 years of experience in the finance industry.
Michael Berzovich (CRD# 3213654) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 24 years of experience in the finance industry. Michael Berzovich 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.
Philip Beytell (CRD# 4828145) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 12 years of experience in the finance industry.