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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.
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.
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.
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.
Lee Bloom (CRD# 4357745) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 22 years of experience in the finance industry.
Julie Bolton (CRD# 4815155) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 10 years of experience in the finance industry.
Todd Bolton (CRD# 5053658) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 18 years of experience in the finance industry. Todd Bolton 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.
Allison Booher (CRD# 4958309) is an Investment Advisor Representative working at Rockefeller Capital Management in Winter Park, FL and has over 18 years of experience in the finance industry.
Edward Borst (CRD# 1113613) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Winter Park, FL and has over 40 years of experience in the finance industry.