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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.
Keith Bookbinder (CRD# 1005961) is an Investment Advisor Representative working at Crown Capital Securities, LP in Cincinnati, OH and has over 40 years of experience in the finance industry.
Myron Borth (CRD# 6065174) is an Investment Advisor Representative working at Brown Financial Advisors, LLC in Milford, OH and has over 11 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.
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.
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.
Michelle Boyd (CRD# 2811518) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Blue Ash, OH and has over 17 years of experience in the finance industry.
Chris Brewer (CRD# 5747135) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milford, OH and has over 11 years of experience in the finance industry. Chris Brewer 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.