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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 Bogaczyk (CRD# 6665409) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 6 years of experience in the finance industry.
Thomas Boles (CRD# 2771368) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 27 years of experience in the finance industry.
Stephanie Bolles (CRD# 4493619) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 22 years of experience in the finance industry. Stephanie Bolles 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.
Howard Bolotin (CRD# 2451924) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has over 30 years of experience in the finance industry.
Michael Bono (CRD# 4782501) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 7 years of experience in the finance industry.
David Boothby (CRD# 6737751) is an Investment Advisor Representative working at Commonwealth Financial Network in San Diego, CA and has over 7 years of experience in the finance industry.
Samer Bordcosh (CRD# 5116690) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has over 18 years of experience in the finance industry.
Ryan Bordelon (CRD# 6349854) is an Investment Advisor Representative working at Alliancebernstein LP in San Diego, CA and has over 8 years of experience in the finance industry.
Joseph Borriello (CRD# 2809158) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Christopher Bostick (CRD# 6020453) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 12 years of experience in the finance industry.