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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
Brett Berry (CRD# 1926468) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
Mary Bersot (CRD# 4648363) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Tiburon, CA and has 1 year of experience in the finance industry.
Meredeth Bertacco (CRD# 5967650) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 12 years of experience in the finance industry. Meredeth Bertacco 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.
Craige Bertero (CRD# 2513842) is an Investment Advisor Representative working at Corient in San Francisco, CA and has over 28 years of experience in the finance industry.
James Berti (CRD# 2532673) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has over 12 years of experience in the finance industry.
Ravi Bhalla (CRD# 2998144) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 26 years of experience in the finance industry.
Michael Biggica (CRD# 4047171) is an Investment Advisor Representative working at Pixel Financial Planning in San Francisco, CA and has over 23 years of experience in the finance industry. Michael Biggica 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.
Sherry Bijan (CRD# 735112) is an Investment Advisor Representative working at Bijan, Sherry in San Francisco, CA and has over 42 years of experience in the finance industry.
Boriss Bikosvili (CRD# 6065130) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 11 years of experience in the finance industry.
Mason Billings (CRD# 6580667) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Francisco, CA and has over 7 years of experience in the finance industry.