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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
Timothy Bodner (CRD# 1523944) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry.
Myles Boege (CRD# 5108846) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Smithtown, NY and has over 15 years of experience in the finance industry. Myles Boege 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.
Richard Boehm (CRD# 2365186) is an Investment Advisor Representative working at Winthrop Wealth in Westport, CT and has over 30 years of experience in the finance industry. Richard Boehm 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.
Scott Bogan (CRD# 2763347) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 27 years of experience in the finance industry.
Richard Bohner (CRD# 2949250) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Smithtown, NY and has over 26 years of experience in the finance industry.
Robert Bolebruch (CRD# 1777060) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 36 years of experience in the finance industry.
David Boliver (CRD# 1163673) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 40 years of experience in the finance industry. David Boliver 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.
William Bonacci (CRD# 2361521) is an Investment Advisor Representative working at Ccg Investments in Hauppauge, NY and has over 25 years of experience in the finance industry.
Vincent Bonavita (CRD# 2521082) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 29 years of experience in the finance industry.
Jonathan Bonnet (CRD# 6152600) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 11 years of experience in the finance industry.