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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
Lisa Beile (CRD# 2329868) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 31 years of experience in the finance industry.
Stephen Belasco (CRD# 5843249) is an Investment Advisor Representative working at Staines Financial, LLC in Roseville, CA and has over 11 years of experience in the finance industry.
Stephanie Bemerer (CRD# 4889061) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has 1 year of experience in the finance industry.
Dorete Ben-David (CRD# 4677966) is an Investment Advisor Representative working at Ben-david Financial Planning in Shingle Springs, CA and has 1 year of experience in the finance industry. Dorete Ben-David 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.
Jonathan Benecke (CRD# 6917954) is an Investment Advisor Representative working at Edward Jones in Roseville, CA and has over 6 years of experience in the finance industry.
Adam Benedict (CRD# 2898880) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Roseville, CA and has over 25 years of experience in the finance industry. Adam Benedict 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.
Bryan Bentley (CRD# 5960205) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Granite Bay, CA and has over 12 years of experience in the finance industry.
Mark Bergdorf (CRD# 2721045) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 26 years of experience in the finance industry.
Melanie Bergevin (CRD# 4871319) is an Investment Advisor Representative working at Edward Jones in Lincoln, CA and has over 19 years of experience in the finance industry.
Amy Bertle (CRD# 6302419) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 9 years of experience in the finance industry. Amy Bertle 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.