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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
Katherine Bear (CRD# 4835624) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 19 years of experience in the finance industry.
Matthew Beardwood (CRD# 3084318) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has over 25 years of experience in the finance industry.
Stephanie Becker (CRD# 4777762) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marlton, NJ and has over 10 years of experience in the finance industry.
John Beckett (CRD# 1305942) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marlton, NJ and has over 30 years of experience in the finance industry.
Shawn Bedford (CRD# 5127459) is an Investment Advisor Representative working at Principal Securities, Inc. in Blackwood, NJ and has over 16 years of experience in the finance industry.
David Benfer (CRD# 2449219) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 30 years of experience in the finance industry. David Benfer 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.
Peter Berlin (CRD# 4523527) is an Investment Advisor Representative working at Lpl Financial LLC in Marlton, NJ and has over 22 years of experience in the finance industry.
Diane Bernhard (CRD# 4805727) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Upper Chichester, PA and has over 19 years of experience in the finance industry.
Nicholas Bernhardt (CRD# 6126671) is an Investment Advisor Representative working at Lpl Financial LLC in Vineland, NJ and has over 8 years of experience in the finance industry.
Ty Bernicke (CRD# 2936490) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 26 years of experience in the finance industry. Ty Bernicke 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.