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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
Melissa Bergman (CRD# 5335667) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boca Raton, FL and has over 16 years of experience in the finance industry. Melissa Bergman 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.
Michael Bergold (CRD# 502803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delray Beach, FL and has over 44 years of experience in the finance industry.
Jason Berk (CRD# 2068025) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boca Raton, FL and has over 15 years of experience in the finance industry.
Brad Berkowitz (CRD# 2171344) is an Investment Advisor Representative working at Mml Investors Services, LLC in Boca Raton, FL and has over 32 years of experience in the finance industry.
Aaron Berman (CRD# 3086639) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Miami, FL and has over 23 years of experience in the finance industry.
Eric Berman (CRD# 6003292) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 12 years of experience in the finance industry.
Gerald Berman (CRD# 1071759) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 40 years of experience in the finance industry.
Christopher Bernal (CRD# 5365240) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Lauderdale, FL and has over 15 years of experience in the finance industry.
Claudia Bernaola (CRD# 5007204) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Weston, FL and has over 7 years of experience in the finance industry.
Richard Bernstein (CRD# 1782178) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boca Raton, FL and has over 31 years of experience in the finance industry.