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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
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.
Michael Berzovich (CRD# 3213654) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 24 years of experience in the finance industry. Michael Berzovich 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 Bessoni (CRD# 4459914) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Villages, FL and has over 10 years of experience in the finance industry.
Gary Beveridge (CRD# 1165486) is an Investment Advisor Representative working at Exeter Financial, LLC in The Villages, FL and has over 6 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.
Cortes Bicking (CRD# 2751605) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 27 years of experience in the finance industry.
Joseph Bilello (CRD# 1867755) is an Investment Advisor Representative working at G. A. Repple & Company in Longwood, FL and has over 31 years of experience in the finance industry.
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.
Gregory Black (CRD# 2693375) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 26 years of experience in the finance industry.
Meghan Black (CRD# 6655670) is an Investment Advisor Representative working at Edward Jones in The Villages, FL and has over 7 years of experience in the finance industry.