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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
Marcelo Bernardo (CRD# 2248872) is an Investment Advisor Representative working at Cwm, LLC in Torrance, CA and has over 31 years of experience in the finance industry.
Andrew Bernell (CRD# 6371978) is an Investment Advisor Representative working at Century Park Wealth Management, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry. Andrew Bernell 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.
Jake Bernstein (CRD# 7029191) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.
Jeffrey Bernstein (CRD# 2837317) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Monica, CA and has over 25 years of experience in the finance industry. Jeffrey Bernstein 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.
Steven Bernstein (CRD# 4721363) is an Investment Advisor Representative working at Lpl Financial LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.
Angela Berry (CRD# 4594868) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Torrance, CA and has over 21 years of experience in the finance industry.
Arnaud Berry (CRD# 3026714) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Pasadena, CA and has over 26 years of experience in the finance industry.
Charlotte Berry (CRD# 6754721) is an Investment Advisor Representative working at Hightower Advisors, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry. Charlotte Berry 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.
Edward Berry (CRD# 2309361) is an Investment Advisor Representative working at Greenshields Capital LLC in El Segundo, CA and has over 17 years of experience in the finance industry.
Michael Bertolucci (CRD# 5785556) is an Investment Advisor Representative working at Lpl Financial LLC in West Hollywood, CA and has over 14 years of experience in the finance industry.