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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 Bolan (CRD# 2836194) is an Investment Advisor Representative working at Bolan Capital Management, LLC in Cincinnati, OH and has over 27 years of experience in the finance industry.
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.
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.
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.