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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
Lauren Bodziony (CRD# 6681973) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 6 years of experience in the finance industry.
Susan Boehmer (CRD# 2332782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dearborn, MI and has over 31 years of experience in the finance industry.
Richard Bohn (CRD# 2494332) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Toledo, OH and has over 29 years of experience in the finance industry.
Terry Bonnett (CRD# 1502923) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 38 years of experience in the finance industry.
Stephanie Borg (CRD# 7059290) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northville, MI and has over 5 years of experience in the finance industry.
Ryan Borucki (CRD# 5758555) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 14 years of experience in the finance industry. Ryan Borucki 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.
Adam Bos (CRD# 5251056) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 17 years of experience in the finance industry.
Angela Bourgeois (CRD# 2976589) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ann Arbor, MI and has over 26 years of experience in the finance industry.
Laurie Bournias (CRD# 2502703) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 29 years of experience in the finance industry. Laurie Bournias 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.
Matthew Bowden (CRD# 6189648) is an Investment Advisor Representative working at Cwm, LLC in Ann Arbor, MI and has over 11 years of experience in the finance industry. Matthew Bowden 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.