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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
Douglas Boschert (CRD# 2638667) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Covington, KY and has over 28 years of experience in the finance industry.
Neil Bourgeois (CRD# 1403485) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cincinnati, OH and has over 37 years of experience in the finance industry. Neil Bourgeois 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.
Andrea Bourquein (CRD# 6173512) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in West Chester, OH and has over 11 years of experience in the finance industry.
John Bovard (CRD# 5944770) is an Investment Advisor Representative working at Incline Wealth in Cleves, OH and has over 12 years of experience in the finance industry. John Bovard 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.
Larry Bowling (CRD# 1033713) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hamilton, OH and has over 41 years of experience in the finance industry.
Jay Bowman (CRD# 1137582) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 40 years of experience in the finance industry.
James Brandenburgh (CRD# 5296821) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 14 years of experience in the finance industry. James Brandenburgh 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.
Christian Brandetsas (CRD# 6707274) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.
Michael Brannen (CRD# 2410558) is an Investment Advisor Representative working at Rda Financial Network in West Chester, OH and has over 28 years of experience in the finance industry.
Jeffrey Brauley (CRD# 1904920) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 35 years of experience in the finance industry.