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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
Daniel Bertolet (CRD# 2248776) is an Investment Advisor Representative working at Wedbush Securities Inc. in Scottsdale, AZ and has over 31 years of experience in the finance industry.
Bryan Bertucci (CRD# 3003563) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Scottsdale, AZ and has over 26 years of experience in the finance industry.
Anthony Berumen (CRD# 6150574) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 11 years of experience in the finance industry. Anthony Berumen 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.
William Bidwill (CRD# 6873881) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scottsdale, AZ and has over 6 years of experience in the finance industry.
Melissa Bilczewski (CRD# 5222299) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry. Melissa Bilczewski 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.
Scott Biltz (CRD# 1032080) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 28 years of experience in the finance industry.
Scott Bird (CRD# 4954216) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Scottsdale, AZ and has over 7 years of experience in the finance industry.
Jeffrey Biro (CRD# 3125778) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Adam Bishop (CRD# 5087904) is an Investment Advisor Representative working at Lpl Financial LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry. Adam Bishop 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.
Lindsay Black (CRD# 6497701) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Tempe, AZ and has over 8 years of experience in the finance industry.