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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
Stephen Beale (CRD# 6081240) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 6 years of experience in the finance industry. Stephen Beale 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.
Christina Beals (CRD# 5053181) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Knoxville, TN and has over 16 years of experience in the finance industry.
Brandon Bean (CRD# 5482951) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Knoxville, TN and has over 16 years of experience in the finance industry.
Scott Beaty (CRD# 5234436) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Knoxville, TN and has over 16 years of experience in the finance industry.
Jonathan Bednar (CRD# 2112039) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Knoxville, TN and has over 33 years of experience in the finance industry.
Jonathan Bednar (CRD# 5692419) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Knoxville, TN and has over 14 years of experience in the finance industry.
Ashley Benson (CRD# 6519554) is an Investment Advisor Representative working at Edward Jones in Loudon, TN and has over 8 years of experience in the finance industry.
D Bergner (CRD# 1994381) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has over 32 years of experience in the finance industry. D Bergner 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.
David Berman (CRD# 2142976) is an Investment Advisor Representative working at Commonwealth Financial Network in Knoxville, TN and has over 32 years of experience in the finance industry.
Jill Bertke (CRD# 4601911) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Knoxville, TN and has over 20 years of experience in the finance industry. Jill Bertke 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.