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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
Kara Belasco (CRD# 4947279) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 15 years of experience in the finance industry.
Vladimir Belinsky (CRD# 846987) is an Investment Advisor Representative working at Hermitage Advisors, Ltd. in Danville, CA and has over 44 years of experience in the finance industry.
Forrest Bell (CRD# 5096390) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 18 years of experience in the finance industry.
James Bell (CRD# 1294700) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 30 years of experience in the finance industry. James Bell 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.
Patrick Bell (CRD# 1718438) is an Investment Advisor Representative working at Edward Jones in San Rafael, CA and has over 17 years of experience in the finance industry.
Andrew Bellak (CRD# 2466556) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.
Nona Belous (CRD# 2219210) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Castro Valley, CA and has over 22 years of experience in the finance industry.
Daniel Beltran (CRD# 4886974) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasanton, CA and has over 19 years of experience in the finance industry. Daniel Beltran 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.
Guy Ben Ari (CRD# 5640001) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 15 years of experience in the finance industry.
Aner Ben-Ami (CRD# 6739149) is an Investment Advisor Representative working at Candide Group in Oakland, CA and has over 7 years of experience in the finance industry.