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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
Robert Blenkle (CRD# 6867554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
Brian Boccio (CRD# 3001219) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mount Kisco, NY and has over 25 years of experience in the finance industry.
Emily Boothroyd (CRD# 5942142) is an Investment Advisor Representative working at Merit Financial Advisors in Wilton, CT and has over 12 years of experience in the finance industry. Emily Boothroyd 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.
Michail Borisov (CRD# 5979163) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfield, CT and has over 10 years of experience in the finance industry.
Bruce Bottomley (CRD# 4343224) is an Investment Advisor Representative working at Sasco Capital Inc. in Fairfield, CT and has 1 year of experience in the finance industry.
Salim Boutagy (CRD# 5428396) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 15 years of experience in the finance industry. Salim Boutagy 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.
James Bova (CRD# 1985719) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Danbury, CT and has over 34 years of experience in the finance industry.
Bert Bowler (CRD# 2485212) is an Investment Advisor Representative working at Round Rock Advisors LLC in Wilton, CT and has over 29 years of experience in the finance industry. Bert Bowler 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.
James Bowler (CRD# 5828620) is an Investment Advisor Representative working at Colsara National Wealth Management LLC in Peekskill, NY and has over 10 years of experience in the finance industry.
James Brandemarte (CRD# 4384895) is an Investment Advisor Representative working at Citizens Securities, Inc. in Beacon, NY and has over 22 years of experience in the finance industry.