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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
Ronald Bergmann (CRD# 715143) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 32 years of experience in the finance industry.
Craig Bernard (CRD# 1554830) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 35 years of experience in the finance industry. Craig 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.
David Bernstein (CRD# 2003874) is an Investment Advisor Representative working at Connecticut Cambridge Advisors in Fairfield, CT and has over 29 years of experience in the finance industry. David Bernstein 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 Berretta (CRD# 2960958) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Hauppauge, NY and has over 19 years of experience in the finance industry.
Owen Berry (CRD# 5772181) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 14 years of experience in the finance industry.
Christine Beschen (CRD# 1791983) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 36 years of experience in the finance industry. Christine Beschen 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.
Daniel Besse (CRD# 4664012) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Easton, CT and has over 18 years of experience in the finance industry.
James Betzig (CRD# 2457078) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 29 years of experience in the finance industry.
Michael Beza (CRD# 3026125) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Medford, NY and has over 11 years of experience in the finance industry.
Lynn Bianco (CRD# 2215007) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 31 years of experience in the finance industry.