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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
Peter Bortel (CRD# 5086551) is an Investment Advisor Representative working at Bortel Investment Management, LLC in Gig Harbor, WA and has over 14 years of experience in the finance industry.
Deena Bortscheller (CRD# 4835965) is an Investment Advisor Representative working at Principal Securities, Inc. in Seattle, WA and has over 19 years of experience in the finance industry.
Jerome Bosch (CRD# 1231824) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Seattle, WA and has over 40 years of experience in the finance industry.
Stephen Bowden (CRD# 1035709) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood, WA and has over 42 years of experience in the finance industry.
Michael Bowers (CRD# 1436438) is an Investment Advisor Representative working at Pnw Asset Management in Seattle, WA and has over 13 years of experience in the finance industry.
Robert Bowman (CRD# 2269493) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 31 years of experience in the finance industry.
Thomas Bowman (CRD# 6343756) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 8 years of experience in the finance industry.
Brian Boyden (CRD# 4490120) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 22 years of experience in the finance industry.
Brett Boyer (CRD# 6351240) is an Investment Advisor Representative working at Commonwealth Financial Network in Lacey, WA and has over 9 years of experience in the finance industry.
Mark Boyer (CRD# 5516829) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 15 years of experience in the finance industry. Mark Boyer 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.