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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
Martin Bodner (CRD# 1180644) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lincoln, RI and has over 37 years of experience in the finance industry.
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...
James Bonaccorsi (CRD# 872111) is an Investment Advisor Representative working at Lpl Financial LLC in Dedham, MA and has over 41 years of experience in the finance industry.
Philip Boncaldo (CRD# 2087265) is an Investment Advisor Representative working at Compass Capital Corporation in Quincy, MA and has over 33 years of experience in the finance industry.
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.