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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
James Berquist (CRD# 830014) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 43 years of experience in the finance industry.
Kevin Bertoncin (CRD# 4968456) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Purchase, NY and has over 13 years of experience in the finance industry.
Daniel Besse (CRD# 4664012) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Easton, CT and has over 18 years of experience in the finance industry.
Anthony Bethea (CRD# 6688695) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hamden, CT and has over 7 years of experience in the finance industry.
Michael Betzag (CRD# 2270929) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwich, CT and has over 25 years of experience in the finance industry.
James Betzig (CRD# 2457078) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 29 years of experience in the finance industry.
Anthony Bevilaqua (CRD# 4670542) is an Investment Advisor Representative working at Sprott Asset Management Usa Inc. in Darien, CT and has over 11 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.
Melanie Bhandari (CRD# 4765317) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rye Brook, NY and has over 20 years of experience in the finance industry.
Shiva Bhashyam (CRD# 6034515) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in White Plains, NY and has over 12 years of experience in the finance industry.