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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
Jacob Becker (CRD# 4230726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 22 years of experience in the finance industry. Jacob Becker 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.
Patrick Becker (CRD# 2131702) is an Investment Advisor Representative working at Becker Capital Management, Inc. in Portland, OR and has over 33 years of experience in the finance industry.
Trevor Becker (CRD# 3191413) is an Investment Advisor Representative working at Commonwealth Financial Network in Portland, OR and has over 16 years of experience in the finance industry.
Gretchen Behnke (CRD# 6702148) is an Investment Advisor Representative working at Pearl Financial Planning, LLC in Portland, OR and has over 7 years of experience in the finance industry. Gretchen Behnke 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.
Michael Belisle (CRD# 5931194) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 12 years of experience in the finance industry.
Gregory Belliston (CRD# 4327442) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 23 years of experience in the finance industry.
Shannon Bene (CRD# 2691744) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 28 years of experience in the finance industry. Shannon Bene 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.
James Benjamson (CRD# 1161623) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Battle Ground, WA and has over 40 years of experience in the finance industry.
Steven Beranek (CRD# 5444210) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 16 years of experience in the finance industry.
Brooks Berardi (CRD# 5216860) is an Investment Advisor Representative working at Mml Investors Services, LLC in Battle Ground, WA and has over 15 years of experience in the finance industry.