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Distance Only Stamford, CT
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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
Ian Bass (CRD# 5459387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 16 years of experience in the finance industry.
Alexander Beilin (CRD# 3273627) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Stamford, CT and has over 16 years of experience in the finance industry.
Brian Belak (CRD# 5572305) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 9 years of experience in the finance industry.
Louis Bell (CRD# 2400406) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 30 years of experience in the finance industry.
Stephen Bell (CRD# 17512) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 40 years of experience in the finance industry.
Michael Beloff (CRD# 4457805) is an Investment Advisor Representative working at Lpl Financial LLC in Stamford, CT and has over 22 years of experience in the finance industry. Michael Beloff 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.
Kenneth Bernheim (CRD# 3179657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 24 years of experience in the finance industry.
Sarah Beyrich (CRD# 4380389) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 6 years of experience in the finance industry.
Daniel Biolsi (CRD# 4131421) is an Investment Advisor Representative working at Hedgeye Risk Management, LLC in Stamford, CT and has over 23 years of experience in the finance industry.
Phillip Blair (CRD# 4554226) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 14 years of experience in the finance industry.