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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
Joseph Bocklet (CRD# 2353646) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry.
David Boczar (CRD# 1769659) is an Investment Advisor Representative working at Bay Colony Advisors in Westport, CT and has over 35 years of experience in the finance industry. David Boczar 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.
Myles Boege (CRD# 5108846) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Smithtown, NY and has over 15 years of experience in the finance industry. Myles Boege 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.
Scott Bogan (CRD# 2763347) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 27 years of experience in the finance industry.
Richard Bohner (CRD# 2949250) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Smithtown, NY and has over 26 years of experience in the finance industry.
Robert Bolebruch (CRD# 1777060) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 36 years of experience in the finance industry.
David Boliver (CRD# 1163673) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 40 years of experience in the finance industry. David Boliver 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.
Dawn Bolling (CRD# 2662264) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 28 years of experience in the finance industry.
William Bonacci (CRD# 2361521) is an Investment Advisor Representative working at Ccg Investments in Hauppauge, NY and has over 25 years of experience in the finance industry.
Vincent Bonavita (CRD# 2521082) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 29 years of experience in the finance industry.