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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
Travis Bartsch (CRD# 3274076) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Riverside, CA and has over 24 years of experience in the finance industry.
Jorden Bastien (CRD# 6064289) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 11 years of experience in the finance industry.
Michael Bates (CRD# 2818951) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Riverside, CA and has over 27 years of experience in the finance industry.
Quincy Baynes (CRD# 5959936) is an Investment Advisor Representative working at Empower Financial Wealth Management LLC in Rancho Cucamonga, CA and has over 12 years of experience in the finance industry.
Jeffrey Beaulieu (CRD# 2580227) is an Investment Advisor Representative working at Eagle Strategies LLC in Riverside, CA and has over 28 years of experience in the finance industry.
Kenneth Beber (CRD# 4257664) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Dimas, CA and has over 23 years of experience in the finance industry.
Steven Beck (CRD# 6266805) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 10 years of experience in the finance industry. Steven Beck 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.
Robert Bell (CRD# 4466074) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ontario, CA and has over 22 years of experience in the finance industry.
Kristina Bell-Taylor (CRD# 3078300) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Redlands, CA and has over 25 years of experience in the finance industry.