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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
Samuel Bohmiller (CRD# 6339939) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 5 years of experience in the finance industry.
Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.
Many of our clients who work in tech or biotech are seeking assistance in managing their employer stock, including incentive stock options (ISO), non-qualified stock options (NSO), restricted stock and RSU, and employer...
Mark Boldeia (CRD# 3137974) is an Investment Advisor Representative working at Commonwealth Financial Network in Leominster, MA and has over 25 years of experience in the finance industry.
Nicholas Bollas (CRD# 1062687) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 41 years of experience in the finance industry.
Zachary Bombard (CRD# 6690016) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 7 years of experience in the finance industry.
Andrew Bonetti (CRD# 5180953) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 12 years of experience in the finance industry. Andrew Bonetti 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.
Jason Bonica (CRD# 2765217) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, MA and has over 15 years of experience in the finance industry.
Walter Bonin (CRD# 2392690) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marlborough, MA and has over 30 years of experience in the finance industry. Walter Bonin 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 Bonvallat (CRD# 2147082) is an Investment Advisor Representative working at Piot Associates LLC in Acton, MA and has over 32 years of experience in the finance industry.
Christopher Borden (CRD# 1303805) is an Investment Advisor Representative working at Commonwealth Financial Network in Framingham, MA and has over 39 years of experience in the finance industry.