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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
Wayne Boenig (CRD# 2717523) is an Investment Advisor Representative working at Global Retirement Partners LLC in Barrington, RI and has over 3 years of experience in the finance industry. Wayne Boenig 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 Bogosian (CRD# 2257321) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Providence, RI and has over 31 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...
James Bonaccorsi (CRD# 872111) is an Investment Advisor Representative working at Lpl Financial LLC in Dedham, MA and has over 41 years of experience in the finance industry.
Philip Boncaldo (CRD# 2087265) is an Investment Advisor Representative working at Compass Capital Corporation in Quincy, MA and has over 33 years of experience in the finance industry.
Daniel Bonin (CRD# 4505405) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Foxboro, MA and has over 22 years of experience in the finance industry.
Neal Borges (CRD# 2289943) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fall River, MA and has over 31 years of experience in the finance industry.
Mark Bossey (CRD# 2903288) is an Investment Advisor Representative working at Commonwealth Financial Network in Hanover, MA and has over 26 years of experience in the finance industry.
Jennifer Botelho (CRD# 5567510) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 15 years of experience in the finance industry.
Troy Botts (CRD# 6377287) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Attleboro, MA and has over 10 years of experience in the finance industry.