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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
Patricia Bonsall (CRD# 1706398) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Philadelphia, PA and has over 35 years of experience in the finance industry.
Mark Bookbinder (CRD# 4303615) is an Investment Advisor Representative working at Osaic Fa, Inc. in Penn Valley, PA and has over 23 years of experience in the finance industry.
Michael Bookman (CRD# 6061284) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Voorhees Township, NJ and has over 11 years of experience in the finance industry.
Christopher Borden (CRD# 5542391) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Philadelphia, PA and has over 13 years of experience in the finance industry. Christopher Borden 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.
James Borelli Trotter (CRD# 5003240) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 18 years of experience in the finance industry. James Borelli Trotter 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.
Albert Boris (CRD# 1256591) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Philadelphia, PA and has over 40 years of experience in the finance industry.
John Borzi (CRD# 2119455) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Conshohocken, PA and has over 30 years of experience in the finance industry.
Caitlin Boshnack (CRD# 6894223) is an Investment Advisor Representative working at Lpl Financial LLC in Voorhees Township, NJ and has over 6 years of experience in the finance industry.
Robert Boswell (CRD# 4602634) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 21 years of experience in the finance industry.
Robert Botel (CRD# 2411481) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Bala Cynwyd, PA and has over 30 years of experience in the finance industry.