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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
William Berkowitz (CRD# 19518) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Boca Raton, FL and has over 40 years of experience in the finance industry.
Glen Berngard (CRD# 2119414) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 33 years of experience in the finance industry. Glen Berngard 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.
Jonathan Berusch (CRD# 4582394) is an Investment Advisor Representative working at Alliancebernstein LP in Boca Raton, FL and has over 21 years of experience in the finance industry.
Philip Beviano (CRD# 2516187) is an Investment Advisor Representative working at Flagstar Advisors, Inc. in Boca Raton, FL and has over 29 years of experience in the finance industry.
Wissam Bilal (CRD# 6753744) is an Investment Advisor Representative working at Tigris Consulting LLC in Allen, TX and has over 6 years of experience in the finance industry.
Brett Blair (CRD# 6617702) is an Investment Advisor Representative working at Lpl Financial LLC in Wylie, TX and has over 7 years of experience in the finance industry.
Gerald Blakely (CRD# 4948305) is an Investment Advisor Representative working at Edward Jones in Mesquite, TX and has over 18 years of experience in the finance industry.
Steven Blanke (CRD# 1486109) is an Investment Advisor Representative working at Calton & Associates, Inc. in Garland, TX and has over 37 years of experience in the finance industry.
Danny Blevins (CRD# 2205023) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 32 years of experience in the finance industry.
Jeffery Bonifacino (CRD# 1352076) is an Investment Advisor Representative working at Lpl Financial LLC in Boca Raton, FL and has over 34 years of experience in the finance industry.