-
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
Courtney Bosi (CRD# 6314879) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 9 years of experience in the finance industry. Courtney Bosi 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.
Katrina Boucher (CRD# 5625989) is an Investment Advisor Representative working at Onedigital Investment Advisors in White Plains, NY and has over 15 years of experience in the finance industry.
Gabriella Bracaglia (CRD# 5022238) is an Investment Advisor Representative working at Prato Capital Management in White Plains, NY and has over 5 years of experience in the finance industry.
Charles Branch (CRD# 5028885) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 17 years of experience in the finance industry.
Christopher Brenner (CRD# 3062285) is an Investment Advisor Representative working at Lpl Financial LLC in White Plains, NY and has over 25 years of experience in the finance industry.
John Brescia (CRD# 1287236) is an Investment Advisor Representative working at Private Advisor Group, LLC in White Plains, NY and has over 39 years of experience in the finance industry.
Joshua Brown (CRD# 2304799) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in White Plains, NY and has over 31 years of experience in the finance industry.
Traci Brown (CRD# 4678991) is an Investment Advisor Representative working at Eagle Strategies LLC in White Plains, NY and has over 20 years of experience in the finance industry.
John Buffa (CRD# 3079925) is an Investment Advisor Representative working at Hightower Advisors, LLC in White Plains, NY and has over 25 years of experience in the finance industry.
Peter Burchell (CRD# 1824673) is an Investment Advisor Representative working at Ubs Financial Services Inc. in White Plains, NY and has over 35 years of experience in the finance industry.