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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
David Bogosian (CRD# 2551263) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 29 years of experience in the finance industry.
Jeffrey Bogosian (CRD# 2257321) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Providence, RI and has over 31 years of experience in the finance industry.
Jeffrey Bograd (CRD# 2657383) is an Investment Advisor Representative working at Fourth Quarter Retirement Strategies, LLC in Hopkinton, MA and has over 28 years of experience in the finance industry.
Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.
Many of our clients who work in tech or biotech are seeking assistance in managing their employer stock, including incentive stock options (ISO), non-qualified stock options (NSO), restricted stock and RSU, and employer...
Daniel Bonin (CRD# 4505405) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Foxboro, MA and has over 22 years of experience in the finance industry.
Neal Borges (CRD# 2289943) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fall River, MA and has over 31 years of experience in the finance industry.
Adam Bortolussi (CRD# 4577020) is an Investment Advisor Representative working at Bortolussi Wealth Management, Inc. in Hopkinton, MA and has over 19 years of experience in the finance industry.
Thomas Bottone (CRD# 1645633) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 36 years of experience in the finance industry.
Troy Botts (CRD# 6377287) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Attleboro, MA and has over 10 years of experience in the finance industry.
Jeffrey Boudjouk (CRD# 3068820) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 25 years of experience in the finance industry.