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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
Steven Bokoff (CRD# 4650243) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has 1 year of experience in the finance industry. Steven Bokoff 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.
Charles Bonatakis (CRD# 1006233) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Springfield, MA and has over 41 years of experience in the finance industry.
Dylan Bond (CRD# 2676643) is an Investment Advisor Representative working at Bond Financial Group, Inc. in East Longmeadow, MA and has over 28 years of experience in the finance industry.
Philip Bonee (CRD# 837754) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 36 years of experience in the finance industry.
Donald Bonvisuto (CRD# 2673350) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 24 years of experience in the finance industry.
Peter Borrello (CRD# 1841005) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Enfield, CT and has over 35 years of experience in the finance industry.
Ryan Boutwell (CRD# 4321586) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 23 years of experience in the finance industry.
Daniel Boyle (CRD# 1556707) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 37 years of experience in the finance industry.
Jeff Branson (CRD# 6631518) is an Investment Advisor Representative working at Newedge Advisors in South Windsor, CT and has over 7 years of experience in the finance industry. Jeff Branson 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.
Ryan Brassard (CRD# 5210371) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Springfield, MA and has over 16 years of experience in the finance industry.