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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
Brian Boccio (CRD# 3001219) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mount Kisco, NY and has over 25 years of experience in the finance industry.
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.
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.
Courtney Bosi (CRD# 6314879) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 9 years of experience in the finance industry. Courtney Bosi 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.
Kenneth Botwinick (CRD# 4572690) is an Investment Advisor Representative working at Signature Wealth Management Partners, LLC in Montvale, NJ and has over 15 years of experience in the finance industry.
Michael Botwinick (CRD# 1057151) is an Investment Advisor Representative working at Lpl Financial LLC in Woodcliff Lake, NJ and has over 39 years of experience in the finance industry. Michael Botwinick 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.
Katrina Boucher (CRD# 5625989) is an Investment Advisor Representative working at Onedigital Investment Advisors in White Plains, NY and has over 15 years of experience in the finance industry.