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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
James Blue (CRD# 2703373) is an Investment Advisor Representative working at Private Harbour Investment Management & Counsel LLC in Solon, OH and has over 28 years of experience in the finance industry.
Kenneth Boldt (CRD# 1165567) is an Investment Advisor Representative working at Lpl Financial LLC in North Canton, OH and has over 21 years of experience in the finance industry.
Brenda Boone (CRD# 2356165) is an Investment Advisor Representative working at Western Reserve Resources Corporation in Hudson, OH and has over 14 years of experience in the finance industry.
John Boone (CRD# 4958643) is an Investment Advisor Representative working at Western Reserve Resources Corporation in Hudson, OH and has over 10 years of experience in the finance industry.
Nathan Bopp (CRD# 3250005) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has over 23 years of experience in the finance industry. Nathan Bopp 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.
Fred Botek (CRD# 4360854) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 22 years of experience in the finance industry.
Philip Bova (CRD# 2931177) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Youngstown, OH and has over 15 years of experience in the finance industry.
Jennifer Bowen (CRD# 6292738) is an Investment Advisor Representative working at Edward Jones in Mantua, OH and has over 9 years of experience in the finance industry.
Gregory Box (CRD# 4593764) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 21 years of experience in the finance industry.
James Boykin (CRD# 6662860) is an Investment Advisor Representative working at Prudential Financial Planning Services in Uniontown, OH and has over 7 years of experience in the finance industry.