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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
Karin Botelho (CRD# 4187065) is an Investment Advisor Representative working at Creativeone Securities, LLC in Sarasota, FL and has over 8 years of experience in the finance industry.
Cheryl Bott (CRD# 5356887) is an Investment Advisor Representative working at Waverly Advisors, LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry. Cheryl Bott 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.
Collin Bottolfson (CRD# 6300255) is an Investment Advisor Representative working at Lpl Financial LLC in Pinellas Park, FL and has over 10 years of experience in the finance industry.
Toufik Bouhamid (CRD# 2165988) is an Investment Advisor Representative working at Equitable Advisors, LLC in Osprey, FL and has over 29 years of experience in the finance industry.
Joshua Boulware (CRD# 6539379) is an Investment Advisor Representative working at Edward Jones in Saint Petersburg, FL and has over 8 years of experience in the finance industry.
Robert Bourgeois (CRD# 2971038) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Saint Petersburg, FL and has over 22 years of experience in the finance industry.
James Bouterse (CRD# 1424183) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palmetto, FL and has 1 year of experience in the finance industry.
Matthew Bower (CRD# 6458165) is an Investment Advisor Representative working at Edward Jones in Bradenton, FL and has over 9 years of experience in the finance industry.
Justin Bowles (CRD# 5601232) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sarasota, FL and has over 15 years of experience in the finance industry.
Kelli Bowles (CRD# 2403034) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sarasota, FL and has over 30 years of experience in the finance industry.