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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
Kerri Boss (CRD# 2736327) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 22 years of experience in the finance industry.
Wesley Botto (CRD# 6580356) is an Investment Advisor Representative working at Commonwealth Financial Network in Cincinnati, OH and has over 8 years of experience in the finance industry. Wesley Botto 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.
Peter Bouley (CRD# 3087347) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 25 years of experience in the finance industry.
Timothy Bouman (CRD# 2021319) is an Investment Advisor Representative working at Pnc Investments in Cincinnati, OH and has over 34 years of experience in the finance industry.
Neil Bourgeois (CRD# 1403485) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cincinnati, OH and has over 37 years of experience in the finance industry. Neil Bourgeois 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.
Robert Bove (CRD# 3063571) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 25 years of experience in the finance industry.
Michael Bowling (CRD# 2550199) is an Investment Advisor Representative working at Beechwood Capital Management, Inc. in Cincinnati, OH and has over 29 years of experience in the finance industry.
Jay Bowman (CRD# 1137582) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 40 years of experience in the finance industry.
Nathaniel Bowman (CRD# 5886584) is an Investment Advisor Representative working at Fisher Investments in Cincinnati, OH and has over 10 years of experience in the finance industry. Nathaniel Bowman 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 Brandenburgh (CRD# 5296821) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 14 years of experience in the finance industry. James Brandenburgh 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.