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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
Phillip Blair (CRD# 4554226) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 14 years of experience in the finance industry.
Benjamin Blake (CRD# 6763973) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 7 years of experience in the finance industry. Benjamin Blake 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.
Michele Blanchard (CRD# 3108160) is an Investment Advisor Representative working at Commonwealth Financial Network in Danbury, CT and has over 19 years of experience in the finance industry. Michele Blanchard 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.
John Blanos (CRD# 1377319) is an Investment Advisor Representative working at Lpl Financial LLC in Tarrytown, NY and has over 36 years of experience in the finance industry. John Blanos 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.
Michelle Blauth (CRD# 5717419) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, NJ and has over 14 years of experience in the finance industry.
Vincent Blazewicz (CRD# 4700381) is an Investment Advisor Representative working at Park Avenue Securities LLC in Paramus, NJ and has over 20 years of experience in the finance industry.
Beth Blecker (CRD# 3092833) is the CEO and a Registered Financial Consultant® at Eastern Planning Inc.
Drawing upon my many years of experience in retirement planning and particular expertise in distribution strategies, I provide clients approaching their retirement years with proactive financial management, encouraging them to take active roles in creating their own customized investment portfolios.
I am a long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, I teach retirement planning and distribution...
Matthew Blecker (CRD# 3092837) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Nanuet, NY and has over 23 years of experience in the finance industry. Matthew Blecker 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.
Neil Blitz (CRD# 2854959) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Huntington Station, NY and has over 27 years of experience in the finance industry.
Richard Blonstein (CRD# 4431565) is an Investment Advisor Representative working at Broad Wealth Management, Inc. in Rye, NY and has over 23 years of experience in the finance industry. Richard Blonstein 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.