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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
James Bish (CRD# 4803489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Butler, PA and has over 19 years of experience in the finance industry.
William Boggess (CRD# 1300498) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 17 years of experience in the finance industry.
Michael Bonnett (CRD# 3146681) is an Investment Advisor Representative working at Lpl Financial LLC in Shippenville, PA and has over 25 years of experience in the finance industry. Michael Bonnett 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 Bopp (CRD# 4503525) is an Investment Advisor Representative working at Independent Financial Partners in Wexford, PA and has over 22 years of experience in the finance industry.
Thomas Boris (CRD# 5057150) is an Investment Advisor Representative working at Guardian Capital, LLC in Wexford, PA and has 1 year of experience in the finance industry.
Adam Bosiljevac (CRD# 5687990) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Prospect, PA and has over 13 years of experience in the finance industry.
Katie Bowers (CRD# 4817033) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 19 years of experience in the finance industry.
Tanner Branam (CRD# 5104314) is an Investment Advisor Representative working at Rossby Financial, LLC in Valencia, PA and has over 18 years of experience in the finance industry. Tanner Branam 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 Breaden (CRD# 6094600) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 9 years of experience in the finance industry. Kenneth Breaden 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.
Tyler Bream (CRD# 6827604) is an Investment Advisor Representative working at Edward Jones in Zelienople, PA and has over 6 years of experience in the finance industry.