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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
Thomas Befumo (CRD# 702109) is an Investment Advisor Representative working at Osaic Fa, Inc. in Foster City, CA and has over 9 years of experience in the finance industry.
Frederick Behling (CRD# 829034) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 43 years of experience in the finance industry.
Sarah Behr (CRD# 6187283) is an Investment Advisor Representative working at Simplify Financial Planning in San Francisco, CA and has over 10 years of experience in the finance industry.
Victor Bekhet (CRD# 5033498) is an Investment Advisor Representative working at Victorwealth, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
Rachel Bekowich (CRD# 6856247) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 6 years of experience in the finance industry.
Forrest Bell (CRD# 5096390) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 18 years of experience in the finance industry.
James Bell (CRD# 1294700) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 30 years of experience in the finance industry. James Bell 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.
Patrick Bell (CRD# 1718438) is an Investment Advisor Representative working at Edward Jones in San Rafael, CA and has over 17 years of experience in the finance industry.
Andrew Bellak (CRD# 2466556) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.
Adeline Bellot (CRD# 6464583) is an Investment Advisor Representative working at Mariner Independent in Palo Alto, CA and has over 6 years of experience in the finance industry.