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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
Shawn Bernhard (CRD# 4704401) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 19 years of experience in the finance industry. Shawn Bernhard 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.
Marcia Bernstein (CRD# 6462621) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry.
Ryan Bertenshaw (CRD# 6668959) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Phoenix, AZ and has over 5 years of experience in the finance industry.
Philip Bervig (CRD# 5081514) is an Investment Advisor Representative working at Five Peaks Financial Consulting, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry.
Chad Bettelon (CRD# 5769249) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Phoenix, AZ and has over 9 years of experience in the finance industry.
Ryan Betts (CRD# 6771516) is an Investment Advisor Representative working at Betts LLC in Phoenix, AZ and has over 7 years of experience in the finance industry.
Joel Beyer (CRD# 2515319) is an Investment Advisor Representative working at Rfg Advisory, LLC in Phoenix, AZ and has over 29 years of experience in the finance industry.
Jenna Biancavilla (CRD# 5734217) is an Investment Advisor Representative working at Pearl Capital Management & 17 Capital Partners in Phoenix, AZ and has over 8 years of experience in the finance industry.
Matthew Biedron (CRD# 5481462) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Phoenix, AZ and has over 16 years of experience in the finance industry. Matthew Biedron 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.
Elaine Biewald (CRD# 2838860) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 27 years of experience in the finance industry.