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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
Brittney-louise Bell (CRD# 6945975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 5 years of experience in the finance industry.
Anthony Benedicto (CRD# 6449174) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodland Hills, CA and has over 8 years of experience in the finance industry.
Krystle Berg (CRD# 5104920) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Woodland Hills, CA and has over 10 years of experience in the finance industry.
Gregory Berlant (CRD# 5456957) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodland Hills, CA and has over 16 years of experience in the finance industry.
Michael Bernardo (CRD# 2334263) is an Investment Advisor Representative working at Lpl Financial LLC in Woodland Hills, CA and has over 29 years of experience in the finance industry.
Robert Bernstein (CRD# 1745435) is an Investment Advisor Representative working at Forward Financial Advisors LLC in Woodland Hills, CA and has over 22 years of experience in the finance industry.
Gregory Bishop (CRD# 6753345) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodland Hills, CA and has over 6 years of experience in the finance industry.
Shannon Blair (CRD# 4661117) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Woodland Hills, CA and has over 20 years of experience in the finance industry.
Natasha Bonelli (CRD# 4913213) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 18 years of experience in the finance industry.
James Bray (CRD# 4786682) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 19 years of experience in the finance industry. James Bray 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.