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Distance Only Scottsdale, AZ
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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
David Benwell (CRD# 2356567) is an Investment Advisor Representative working at Sala Capital, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.
William Beran (CRD# 6688625) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 7 years of experience in the finance industry.
Jennifer Berberich (CRD# 4654670) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 20 years of experience in the finance industry.
Kristina Beres (CRD# 4037691) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Margaret Bergan (CRD# 4215148) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Scottsdale, AZ and has over 23 years of experience in the finance industry.
Scott Bergan (CRD# 4037285) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Aaron Berger (CRD# 2451472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scottsdale, AZ and has over 30 years of experience in the finance industry.
Michelle Bergmann (CRD# 4953063) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Jeffrey Berk (CRD# 6628953) is an Investment Advisor Representative working at Purple Mountain Investment Advisors LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Darren Bernard (CRD# 5160409) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry. Darren Bernard 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.