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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 Block (CRD# 6271404) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 9 years of experience in the finance industry.
Jeffrey Blum (CRD# 3162401) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake Village, CA and has over 25 years of experience in the finance industry.
Kenneth Bock (CRD# 3068881) is an Investment Advisor Representative working at Mutual Advisors, LLC in Thousand Oaks, CA and has over 25 years of experience in the finance industry. Kenneth Bock 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.
Daniel Bodemeijer (CRD# 4193696) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thousand Oaks, CA and has over 23 years of experience in the finance industry.
Kevin Boland (CRD# 2815461) is an Investment Advisor Representative working at Eagle Strategies LLC in Westlake Village, CA and has over 27 years of experience in the finance industry.
Kenneth Bolton (CRD# 1925208) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 35 years of experience in the finance industry.
Erika Borman (CRD# 2746585) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 27 years of experience in the finance industry.
Mark Borough (CRD# 1778245) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Westlake Village, CA and has over 35 years of experience in the finance industry.
David Botwinick (CRD# 1364511) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 23 years of experience in the finance industry.
Hannah Boundy (CRD# 6330580) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 10 years of experience in the finance industry. Hannah Boundy 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.