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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
Peter Boland (CRD# 1336706) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 28 years of experience in the finance industry.
William Bolander (CRD# 1379240) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 20 years of experience in the finance industry.
Anthony Bollin (CRD# 4441737) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 17 years of experience in the finance industry.
Beverly Bolling (CRD# 2754491) is an Investment Advisor Representative working at Primerica Advisors in Cincinnati, OH and has over 24 years of experience in the finance industry.
Ryan Bonaventura (CRD# 5052230) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.
Mark Bonfield (CRD# 4920340) is an Investment Advisor Representative working at Pnc Investments in Cincinnati, OH and has over 19 years of experience in the finance industry.
Janet Booth (CRD# 4526658) is an Investment Advisor Representative working at Lpl Financial LLC in Cincinnati, OH and has over 21 years of experience in the finance industry.
Samuel Bortz (CRD# 6055637) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cincinnati, OH and has over 11 years of experience in the finance industry.
Stacy Bosch (CRD# 2931549) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cincinnati, OH and has over 21 years of experience in the finance industry.
Megan Bosco (CRD# 6710949) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has 1 year of experience in the finance industry. Megan Bosco 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.