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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
Gene Bell (CRD# 4094775) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 24 years of experience in the finance industry.
Katrina Bell (CRD# 6327823) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 9 years of experience in the finance industry.
Howard Bellet (CRD# 2607707) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hurst, TX and has over 29 years of experience in the finance industry. Howard Bellet 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.
Cassidy Belter (CRD# 6164258) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 9 years of experience in the finance industry.
Jeanine Benenati (CRD# 2894693) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 27 years of experience in the finance industry.
Leslie Benge (CRD# 2552085) is an Investment Advisor Representative working at Advisor Resource Council in Roanoke, TX and has over 28 years of experience in the finance industry.
Paul Benge (CRD# 1526840) is an Investment Advisor Representative working at Advisor Resource Council in Roanoke, TX and has over 37 years of experience in the finance industry.
Sheldon Benge (CRD# 5409739) is an Investment Advisor Representative working at Advisor Resource Council in Roanoke, TX and has over 16 years of experience in the finance industry. Sheldon Benge 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.
Shane Bengtson (CRD# 3097455) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 20 years of experience in the finance industry.
Omar Benmansour (CRD# 5069720) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 18 years of experience in the finance industry. Omar Benmansour 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.