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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
Susan Bock (CRD# 839813) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 44 years of experience in the finance industry.
Brian Boffa (CRD# 5167002) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Park Ridge, NJ and has over 17 years of experience in the finance industry.
Charles Boinske (CRD# 1295580) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 39 years of experience in the finance industry.
Dawn Bolling (CRD# 2662264) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 28 years of experience in the finance industry.
Michael Bonamarte (CRD# 5873203) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Armonk, NY and has over 13 years of experience in the finance industry.
William Bond (CRD# 2614644) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Ridgewood, NJ and has over 29 years of experience in the finance industry.
Emily Boothroyd (CRD# 5942142) is an Investment Advisor Representative working at Merit Financial Advisors in Wilton, CT and has over 12 years of experience in the finance industry. Emily Boothroyd 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.
Susan Bordash (CRD# 872644) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 37 years of experience in the finance industry.
Jeffrey Boris (CRD# 2684794) is an Investment Advisor Representative working at Litvak Wealth, LLC in Norwalk, CT and has over 28 years of experience in the finance industry.
Robert Boronski (CRD# 2153726) is an Investment Advisor Representative working at Commonwealth Financial Network in Darien, CT and has over 32 years of experience in the finance industry. Robert Boronski 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.