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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
Neil Bourgeois (CRD# 1403485) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cincinnati, OH and has over 37 years of experience in the finance industry. Neil Bourgeois 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.
John Bovard (CRD# 5944770) is an Investment Advisor Representative working at Incline Wealth in Cleves, OH and has over 12 years of experience in the finance industry. John Bovard 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.
Robert Bove (CRD# 3063571) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 25 years of experience in the finance industry.
Jay Bowman (CRD# 1137582) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 40 years of experience in the finance industry.
Jeffrey Brauley (CRD# 1904920) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 35 years of experience in the finance industry.
Michael Brennan (CRD# 5383186) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry. Michael Brennan 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.
Milissa Brennan (CRD# 2719738) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry.
Jonathon Bresnen (CRD# 6356064) is an Investment Advisor Representative working at Mariner Wealth in Cincinnati, OH and has 1 year of experience in the finance industry.
Chris Brewer (CRD# 5747135) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milford, OH and has over 11 years of experience in the finance industry. Chris Brewer 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.
Ronald Brickman (CRD# 2765617) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry.