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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
Amanda Bloomfield (CRD# 5669377) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ann Arbor, MI and has over 8 years of experience in the finance industry.
David Bodner (CRD# 2205741) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 32 years of experience in the finance industry.
Lauren Bodziony (CRD# 6681973) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 5 years of experience in the finance industry.
Donna Bogan (CRD# 2950004) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 17 years of experience in the finance industry.
Richard Bohn (CRD# 2494332) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Toledo, OH and has over 29 years of experience in the finance industry.
William Bohney (CRD# 4230197) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Perrysburg, OH and has over 23 years of experience in the finance industry. William Bohney 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.
Deborah Boisselle (CRD# 1138160) is an Investment Advisor Representative working at Lpl Financial LLC in Toledo, OH and has over 36 years of experience in the finance industry.
Helyn Bolanis (CRD# 715064) is an Investment Advisor Representative working at Parlan Financial Corp in Toledo, OH and has 1 year of experience in the finance industry.
Terry Bonnett (CRD# 1502923) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 37 years of experience in the finance industry.
Ryan Borucki (CRD# 5758555) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 14 years of experience in the finance industry. Ryan Borucki 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.