-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
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.
Robert Bolebruch (CRD# 1777060) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 36 years of experience in the finance industry.
David Boliver (CRD# 1163673) is an Investment Advisor Representative working at Wells Fargo Advisors in Bohemia, NY and has over 40 years of experience in the finance industry. David Boliver 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.
Vincent Bonavita (CRD# 2521082) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 29 years of experience in the finance industry.
John Brady (CRD# 2293537) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southampton, NY and has over 31 years of experience in the finance industry.
Keith Brady (CRD# 2613526) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 26 years of experience in the finance industry.
Kimberly Branch (CRD# 1935509) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 23 years of experience in the finance industry. Kimberly Branch 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.
Ward Brickner (CRD# 1434842) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 38 years of experience in the finance industry.
James Bristow (CRD# 1935215) 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.