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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
Jeffrey Bercaw (CRD# 6187565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 10 years of experience in the finance industry.
Vicki Bertholomey (CRD# 4418591) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in High Point, NC and has over 22 years of experience in the finance industry.
Paul Bestehorn (CRD# 2897592) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greensboro, NC and has over 26 years of experience in the finance industry.
Richard Bettinger (CRD# 3271756) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greensboro, NC and has over 16 years of experience in the finance industry.
Charles Betts (CRD# 2165056) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greensboro, NC and has over 32 years of experience in the finance industry.
Christopher Bice (CRD# 3222439) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 24 years of experience in the finance industry.
Daniel Billings (CRD# 4950542) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Greensboro, NC and has over 18 years of experience in the finance industry.
Jesse Black (CRD# 5113497) is an Investment Advisor Representative working at Integrity Advisory Solutions in Colorado Springs, CO and has over 16 years of experience in the finance industry.
Patricia Blair (CRD# 2035516) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 34 years of experience in the finance industry.
Robert Blakely (CRD# 2593939) is an Investment Advisor Representative working at Commonwealth Financial Network in High Point, NC and has over 29 years of experience in the finance industry. Robert Blakely 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.