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Distance Only Bethesda, MD
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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
Gurpreet Bedi (CRD# 6915553) is an Investment Advisor Representative working at Kalamata Asset Management LLC in Bethesda, MD and has over 6 years of experience in the finance industry.
Robert Bellinger (CRD# 2706177) is an Investment Advisor Representative working at Asb Capital Management LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Mohamed Ben Yahia (CRD# 2881198) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
John Benjamin (CRD# 6312040) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 9 years of experience in the finance industry.
Vicki Benjamin (CRD# 1261418) is an Investment Advisor Representative working at Karner Blue Capital, LLC in Bethesda, MD and has over 39 years of experience in the finance industry.
Michael Beriss (CRD# 2268907) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 31 years of experience in the finance industry.
Mitchell Berlin (CRD# 2776110) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 27 years of experience in the finance industry.
Brett Bernstein (CRD# 3103034) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 25 years of experience in the finance industry. Brett 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.
Chris Bettencourt (CRD# 5710899) is an Investment Advisor Representative working at Bethesda Financial Advisors, LLC in Bethesda, MD and has 1 year of experience in the finance industry. Chris Bettencourt 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.
Megan Bleil (CRD# 4801111) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.