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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
Ted Beer (CRD# 2377882) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 30 years of experience in the finance industry. Ted Beer 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.
Douglas Beguin (CRD# 4667282) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 20 years of experience in the finance industry.
Michael Bell (CRD# 17447) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 41 years of experience in the finance industry.
Kyle Bellemare (CRD# 6846371) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.
Macauley Beloney (CRD# 2131973) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phoenix, AZ and has over 32 years of experience in the finance industry.
April Beltran (CRD# 4727553) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 20 years of experience in the finance industry. April Beltran 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.
Beni Benavidez (CRD# 6409494) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.
Daniel Benjamin (CRD# 4198375) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.
Susan Bennett (CRD# 5781702) is an Investment Advisor Representative working at Pfg Advisors in Phoenix, AZ and has over 8 years of experience in the finance industry.
Jonah Bentz (CRD# 6444173) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.