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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
Richard Berardo (CRD# 2003637) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Park, FL and has over 34 years of experience in the finance industry.
Kelly Berenbaum (CRD# 2499748) is an Investment Advisor Representative working at Blue Tree Financial in Winter Park, FL and has 1 year of experience in the finance industry. Kelly Berenbaum 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.
Adam Bernard (CRD# 6674471) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winter Garden, FL and has over 7 years of experience in the finance industry. Adam Bernard 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.
Cody Bertoglio (CRD# 6100371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocoee, FL and has over 10 years of experience in the finance industry.
Philip Beytell (CRD# 4828145) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 12 years of experience in the finance industry.
Justin Bickerstaff (CRD# 6558323) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Orlando, FL and has over 8 years of experience in the finance industry. Justin Bickerstaff 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.
David Bilka (CRD# 5825113) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orlando, FL and has over 13 years of experience in the finance industry. David Bilka 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.
William Black (CRD# 2271143) is an Investment Advisor Representative working at Equitable Advisors, LLC in Winter Park, FL and has over 30 years of experience in the finance industry.
Lee Blackwell (CRD# 1592007) is an Investment Advisor Representative working at Wells Fargo Advisors in Orlando, FL and has over 35 years of experience in the finance industry.
Lewis Blalock (CRD# 3100794) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 25 years of experience in the finance industry.