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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
Michael Blank (CRD# 6176470) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Fairfield, CT and has over 9 years of experience in the finance industry.
Shawn Blau (CRD# 5882042) is an Investment Advisor Representative working at Atr Advisors, LLC in Fairfield, CT and has over 13 years of experience in the finance industry.
Kristin Bloom (CRD# 2997434) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 26 years of experience in the finance industry.
Arnold Blumenfeld (CRD# 707374) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 34 years of experience in the finance industry.
Michael Boccio (CRD# 5378778) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry.
Joseph Bocklet (CRD# 2353646) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry.
David Boczar (CRD# 1769659) is an Investment Advisor Representative working at Bay Colony Advisors in Westport, CT and has over 35 years of experience in the finance industry. David Boczar 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.
Timothy Bodner (CRD# 1523944) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry.
Myles Boege (CRD# 5108846) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Smithtown, NY and has over 15 years of experience in the finance industry. Myles Boege 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.
Richard Boehm (CRD# 2365186) is an Investment Advisor Representative working at Winthrop Wealth in Westport, CT and has over 30 years of experience in the finance industry. Richard Boehm 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.