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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
James Bernhardt (CRD# 4271896) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 23 years of experience in the finance industry.
Alan Bernstein (CRD# 4508128) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Shelton, CT and has over 21 years of experience in the finance industry.
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.
Joel Bernstein (CRD# 4853034) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 19 years of experience in the finance industry.
Lawrence Bernstein (CRD# 1044106) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Wilton, CT and has over 32 years of experience in the finance industry.
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.
Anthony Bethea (CRD# 6688695) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hamden, CT and has over 7 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.
Hoda Bibi (CRD# 4343197) is an Investment Advisor Representative working at Sasco Capital Inc. in Fairfield, CT and has 1 year of experience in the finance industry.
Alexander Bijanada (CRD# 4712979) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 20 years of experience in the finance industry.