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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
Bradley Boeckman (CRD# 2521307) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 29 years of experience in the finance industry.
David Bogart (CRD# 4254286) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has over 20 years of experience in the finance industry.
Timothy Bogert (CRD# 1017640) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 41 years of experience in the finance industry.
Jeremy Bok (CRD# 4603315) is an Investment Advisor Representative working at Commonwealth Financial Network in Avon, OH and has over 21 years of experience in the finance industry. Jeremy Bok 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.
Raymond Bolin (CRD# 4512517) is an Investment Advisor Representative working at Southland Equity Partners, LLC in North Ridgeville, OH and has 1 year of experience in the finance industry.
Ann Bolton (CRD# 6175768) is an Investment Advisor Representative working at Lpl Financial LLC in Cleveland, OH and has over 10 years of experience in the finance industry.
June Bolton (CRD# 1324927) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Royalton, OH and has over 39 years of experience in the finance industry.
David Bonifas (CRD# 1600846) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Cleveland, OH and has over 25 years of experience in the finance industry.
Debbie Bonvissuto (CRD# 4145142) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Rocky River, OH and has over 19 years of experience in the finance industry.
Michael Borato (CRD# 1228726) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bay Village, OH and has over 40 years of experience in the finance industry.