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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
Thomas Bell (CRD# 1753271) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New Orleans, LA and has over 36 years of experience in the finance industry.
Jeffery Berenson (CRD# 1573784) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 37 years of experience in the finance industry. Jeffery Berenson 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.
Jeanine Bernal (CRD# 2463597) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 29 years of experience in the finance industry.
Kenneth Bertucci (CRD# 2906861) is an Investment Advisor Representative working at Lpl Financial LLC in New Orleans, LA and has over 26 years of experience in the finance industry. Kenneth Bertucci 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.
Patricia Besselman-Main (CRD# 4888689) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Metairie, LA and has over 11 years of experience in the finance industry. Patricia Besselman-Main 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.
Jason Bezou (CRD# 4642397) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Orleans, LA and has over 20 years of experience in the finance industry. Jason Bezou 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.
Claudia Billeaud (CRD# 1758877) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New Orleans, LA and has over 36 years of experience in the finance industry.
Scot Billeaudeau (CRD# 5973089) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Orleans, LA and has over 12 years of experience in the finance industry.
Thomas Birch (CRD# 805540) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 25 years of experience in the finance industry. Thomas Birch 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.
Ainsley Bishop (CRD# 4055743) is an Investment Advisor Representative working at Delta Financial Advisors, LLC in New Orleans, LA and has over 24 years of experience in the finance industry.