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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
Jerrold Bergner (CRD# 2402897) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 30 years of experience in the finance industry.
Candace Berkman (CRD# 3161632) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Diego, CA and has over 24 years of experience in the finance industry.
Christopher Valeriano Bernal (CRD# 6054724) is an Investment Advisor Representative working at Morgan Stanley in San Diego, CA and has over 12 years of experience in the finance industry.
Robert Bernard (CRD# 705891) is an Investment Advisor Representative working at Financial Sense Advisors, Inc. in San Diego, CA and has over 37 years of experience in the finance industry.
Michael Bernier (CRD# 4804721) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 19 years of experience in the finance industry. Michael Bernier 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.
Fred Berry (CRD# 2614760) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 28 years of experience in the finance industry.
Rick Berta (CRD# 4222272) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 23 years of experience in the finance industry.
Jenica Bertalan (CRD# 5257651) is an Investment Advisor Representative working at Edward Jones in Point Loma, CA and has over 17 years of experience in the finance industry.
Christopher Bertorelli (CRD# 2386832) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 26 years of experience in the finance industry. Christopher Bertorelli 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.
Zackery Bertrand (CRD# 6589971) is an Investment Advisor Representative working at Osaic Fa, Inc. in La Jolla, CA and has over 8 years of experience in the finance industry.