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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
Darrin Beltran (CRD# 2016684) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 24 years of experience in the finance industry.
Abigail Bennett (CRD# 5936885) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 9 years of experience in the finance industry. Abigail Bennett 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.
Robert Benton (CRD# 6928217) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 5 years of experience in the finance industry.
Cynthia Bernart (CRD# 4726998) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 11 years of experience in the finance industry. Cynthia Bernart 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.
Kathleen Bernatzky (CRD# 1444353) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 35 years of experience in the finance industry.
Muni Bhambri (CRD# 4864598) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.
Sudha Bhat (CRD# 4208063) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 10 years of experience in the finance industry.
Christopher Bice (CRD# 3222439) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 24 years of experience in the finance industry.
Brett Billenstein (CRD# 6209159) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 10 years of experience in the finance industry. Brett Billenstein 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 Bish (CRD# 4842880) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry. Michael Bish 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.