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Distance Only San Antonio, TX
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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
Michael Bertuzzi (CRD# 1984467) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 34 years of experience in the finance industry.
Karan Bhanot (CRD# 6557158) is an Investment Advisor Representative working at Oagh in San Antonio, TX and has over 8 years of experience in the finance industry.
Sardar Biglari (CRD# 4446157) is an Investment Advisor Representative working at Biglari Capital Corp. in San Antonio, TX and has 1 year of experience in the finance industry.
Patrick Bitter (CRD# 3148525) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 25 years of experience in the finance industry.
Daniel Blecher (CRD# 4662424) is an Investment Advisor Representative working at Pivot Investment Planning, LLC in San Antonio, TX and has over 20 years of experience in the finance industry.
Srdjan Blum (CRD# 4688896) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 20 years of experience in the finance industry. Srdjan Blum 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.
Gary Boehmer (CRD# 4061851) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Antonio, TX and has over 24 years of experience in the finance industry.
Valerie Boggs (CRD# 2957615) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 22 years of experience in the finance industry.
Donald Borawski (CRD# 4543882) is an Investment Advisor Representative working at Eagle Strategies LLC in San Antonio, TX and has over 21 years of experience in the finance industry.
Aubrey Bordovsky (CRD# 2715508) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 27 years of experience in the finance industry.