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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
Julie Bolton (CRD# 4815155) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 11 years of experience in the finance industry.
Todd Bolton (CRD# 5053658) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 18 years of experience in the finance industry. Todd Bolton 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.
Liza Bonet (CRD# 4841412) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 19 years of experience in the finance industry.
Marina Borden (CRD# 6984952) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.
Christopher Bordner (CRD# 4051484) is an Investment Advisor Representative working at Synergy Investment Management LLC in Altamonte Springs, FL and has over 22 years of experience in the finance industry.
Michael Borgailo (CRD# 2408504) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 30 years of experience in the finance industry.
Carina Borkon (CRD# 5936803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 11 years of experience in the finance industry.
David Bornberg (CRD# 1807113) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cocoa, FL and has over 26 years of experience in the finance industry.
Alfonso Borrero (CRD# 3204931) is an Investment Advisor Representative working at Borrero Investment Management, LLC in Orlando, FL and has over 25 years of experience in the finance industry.
Edward Borst (CRD# 1113613) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Winter Park, FL and has over 41 years of experience in the finance industry.