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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
Jeffrey Bogosian (CRD# 2257321) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Providence, RI and has over 31 years of experience in the finance industry.
Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.
Many of our clients who work in tech or biotech are seeking assistance in managing their employer stock, including incentive stock options (ISO), non-qualified stock options (NSO), restricted stock and RSU, and employer...
Daniel Bonin (CRD# 4505405) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Foxboro, MA and has over 22 years of experience in the finance industry.
Neal Borges (CRD# 2289943) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fall River, MA and has over 31 years of experience in the finance industry.
Mark Bossey (CRD# 2903288) is an Investment Advisor Representative working at Commonwealth Financial Network in Hanover, MA and has over 26 years of experience in the finance industry.
Jennifer Botelho (CRD# 5567510) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pawtucket, RI and has over 15 years of experience in the finance industry.
Troy Botts (CRD# 6377287) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Attleboro, MA and has over 10 years of experience in the finance industry.
Joseph Boughan (CRD# 6780294) is an Investment Advisor Representative working at Parkmount Financial Partners LLC in Scituate, MA and has over 6 years of experience in the finance industry.
Robert Bourgault (CRD# 4396934) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 22 years of experience in the finance industry.
Jason Bourque (CRD# 5178560) is an Investment Advisor Representative working at Eagle Strategies LLC in Hanover, MA and has over 17 years of experience in the finance industry.