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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
Kathleen Boldt (CRD# 5090033) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 18 years of experience in the finance industry.
Greg Boll (CRD# 4166371) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Lancaster, PA and has over 23 years of experience in the finance industry.
Christopher Bolton (CRD# 5655577) is an Investment Advisor Representative working at Bolton Investment in Towson, MD and has over 5 years of experience in the finance industry.
Matthew Boltz (CRD# 4445428) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Phoenix, MD and has over 22 years of experience in the finance industry.
Drew Bonner (CRD# 5951008) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Towson, MD and has over 9 years of experience in the finance industry.
Nicholas Bonomolo (CRD# 6408371) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hunt Valley, MD and has over 9 years of experience in the finance industry.
Thomas Bonvissuto (CRD# 2656688) is an Investment Advisor Representative working at Intero Financial Planning, LLC in Parkton, MD and has over 28 years of experience in the finance industry. Thomas Bonvissuto 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.
Andrew Borders (CRD# 5699023) is an Investment Advisor Representative working at Cuso Financial Services in Thorndale, PA and has over 14 years of experience in the finance industry. Andrew Borders 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.
David Bormel (CRD# 1066699) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Towson, MD and has over 41 years of experience in the finance industry.
Julie Bortner (CRD# 5176650) is an Investment Advisor Representative working at Primerica Advisors in York, PA and has over 17 years of experience in the finance industry.