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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
Cassidy Belter (CRD# 6164258) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 9 years of experience in the finance industry.
Jesse Belville (CRD# 4506837) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 22 years of experience in the finance industry.
Andrew Belvin (CRD# 6627550) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 8 years of experience in the finance industry.
Eduardo Benavides (CRD# 6766806) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allen, TX and has over 6 years of experience in the finance industry.
Leslie Benge (CRD# 2552085) is an Investment Advisor Representative working at Advisor Resource Council in Roanoke, TX and has over 28 years of experience in the finance industry.
Paul Benge (CRD# 1526840) is an Investment Advisor Representative working at Advisor Resource Council in Roanoke, TX and has over 37 years of experience in the finance industry.
Sheldon Benge (CRD# 5409739) is an Investment Advisor Representative working at Advisor Resource Council in Roanoke, TX and has over 16 years of experience in the finance industry. Sheldon Benge 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.
Shane Bengtson (CRD# 3097455) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 20 years of experience in the finance industry.
Christopher Benigno (CRD# 1521725) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 29 years of experience in the finance industry. Christopher Benigno 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.
Omar Benmansour (CRD# 5069720) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 18 years of experience in the finance industry. Omar Benmansour 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.