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Top 30 financial advisors of 131 near 22611
Out of 400,000+ nationwide
Bernard K
Series 66
Purcellville, VA
Fidelity
Bernard Klein is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing personalized financial plans to help them achieve their goals. He leverages Fidelity's resources and takes the time to understand each client's unique situation in order to provide tailored strategies and ongoing support. Bernard has been with Fidelity Investments since 2021, initially working as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2020. He holds a California Insurance License.
Julie W
Series 66
Winchester, VA
Edward Jones
Joshua W
Series 66
Purcellville, VA
Edward Jones
Karis H
Series 66
Winchester, VA
Edward Jones
Jay S
Series 63, Series 66
Winchester, VA
Edward Jones
Ethan L
Series 63, Series 66
Charles Town, WV
Edward Jones
James I
Series 66
Winchester, VA
Edward Jones
Rachel E
CFP®, Series 66
Berryville, VA
Edward Jones
Will L
ChFC®, Series 66
Stephens City, VA
Edward Jones
Whitney P
Series 66
Winchester, VA
Edward Jones
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Finding advisors...
Top 30 financial advisors of 131 near 22611
Out of 400,000+ nationwide