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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
Neil Bourgeois (CRD# 1403485) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cincinnati, OH and has over 37 years of experience in the finance industry. Neil Bourgeois 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.
Robert Bove (CRD# 3063571) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 25 years of experience in the finance industry.
Michael Bowling (CRD# 2550199) is an Investment Advisor Representative working at Beechwood Capital Management, Inc. in Cincinnati, OH and has over 29 years of experience in the finance industry.
Jay Bowman (CRD# 1137582) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 41 years of experience in the finance industry.
Michelle Boyd (CRD# 2811518) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Blue Ash, OH and has over 17 years of experience in the finance industry.
James Brandenburgh (CRD# 5296821) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 14 years of experience in the finance industry. James Brandenburgh 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.
Jeffrey Brauley (CRD# 1904920) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 35 years of experience in the finance industry.
Adam Braunscheidel (CRD# 6035699) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Adam Braunscheidel 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.
Karen Breed (CRD# 3141861) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry. Karen Breed 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.
Michael Brennan (CRD# 5383186) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry. Michael Brennan 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.