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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
Aaron Bert (CRD# 5543320) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 11 years of experience in the finance industry. Aaron Bert 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.
Joseph Bert (CRD# 827053) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 40 years of experience in the finance industry. Joseph Bert 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.
Bassem Bertizlian (CRD# 2525059) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Heathrow, FL and has over 29 years of experience in the finance industry.
Henry Bertot (CRD# 6192515) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Titusville, FL and has over 10 years of experience in the finance industry.
Michael Berzovich (CRD# 3213654) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 25 years of experience in the finance industry. Michael Berzovich 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.
Philip Beytell (CRD# 4828145) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 12 years of experience in the finance industry.
Justin Bickerstaff (CRD# 6558323) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Orlando, FL and has over 8 years of experience in the finance industry. Justin Bickerstaff 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.
Joseph Bilello (CRD# 1867755) is an Investment Advisor Representative working at G. A. Repple & Company in Longwood, FL and has over 32 years of experience in the finance industry.
David Bilka (CRD# 5825113) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orlando, FL and has over 13 years of experience in the finance industry. David Bilka 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.
Gregory Black (CRD# 2693375) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 26 years of experience in the finance industry.