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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
Hugh Beecher (CRD# 2526363) is an Investment Advisor Representative working at Citizens Securities, Inc. in San Francisco, CA and has over 29 years of experience in the finance industry.
Sarah Behr (CRD# 6187283) is an Investment Advisor Representative working at Simplify Financial Planning in San Francisco, CA and has over 10 years of experience in the finance industry.
Victor Bekhet (CRD# 5033498) is an Investment Advisor Representative working at Victorwealth, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
Andrew Bellak (CRD# 2466556) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.
Milo Benningfield (CRD# 4937721) is an Investment Advisor Representative working at Benningfield Financial Advisors, LLC in San Francisco, CA and has over 22 years of experience in the finance industry. Milo Benningfield 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.
Christopher Benson (CRD# 4751702) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Francisco, CA and has over 19 years of experience in the finance industry.
Patrick Benson (CRD# 6425196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 9 years of experience in the finance industry.
Eric Benz (CRD# 6228939) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 10 years of experience in the finance industry. Eric Benz 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.
Siri Berg (CRD# 1257295) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 26 years of experience in the finance industry.
Louis Bergamo (CRD# 2170048) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Francisco, CA and has over 30 years of experience in the finance industry. Louis Bergamo 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.