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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
Steven Bond (CRD# 5349655) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kutztown, PA and has over 10 years of experience in the finance industry.
Randall Boone (CRD# 2296176) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Reading, PA and has over 17 years of experience in the finance industry.
Joseph Borgese (CRD# 2071080) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gilbertsville, PA and has over 33 years of experience in the finance industry. Joseph Borgese 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.
Lindsey Borgese (CRD# 3231432) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Allentown, PA and has over 14 years of experience in the finance industry. Lindsey Borgese 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.
Devin Born (CRD# 2275635) is an Investment Advisor Representative working at Lifemark Securities Corp. in Sinking Spring, PA and has over 30 years of experience in the finance industry.
Michelle Bosch (CRD# 1288727) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 39 years of experience in the finance industry.
Wendy Bowes (CRD# 3144278) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 25 years of experience in the finance industry.
Tammy Bowman (CRD# 2159262) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Royersford, PA and has over 32 years of experience in the finance industry.
Alexander Boyer (CRD# 5218774) is an Investment Advisor Representative working at Lpl Financial LLC in Pottstown, PA and has over 17 years of experience in the finance industry. Alexander Boyer 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.
Daniel Boyer (CRD# 858610) is an Investment Advisor Representative working at Lpl Financial LLC in Pottstown, PA and has over 41 years of experience in the finance industry.