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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
Jeffrey Bernstein (CRD# 2717893) is an Investment Advisor Representative working at Silverberg Bernstein Capital Management in Armonk, NY and has over 28 years of experience in the finance industry.
Lawrence Bernstein (CRD# 1044106) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Wilton, CT and has over 32 years of experience in the finance industry.
Randy Bernstein (CRD# 5507010) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 16 years of experience in the finance industry. Randy Bernstein 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.
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.
Rodd Berro (CRD# 4341041) is an Investment Advisor Representative working at Pegasus Asset Management Inc. in Montebello, NY and has 1 year of experience in the finance industry. Rodd Berro 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.
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.
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.
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.