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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
Edward Booth (CRD# 3018037) is an Investment Advisor Representative working at Wells Fargo Advisors in Southport, CT 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.
Gene Borchetta (CRD# 4493293) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monroe, CT and has over 22 years of experience in the finance industry.
Susan Bordash (CRD# 872644) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 37 years of experience in the finance industry.
Laura Boretsky (CRD# 4901067) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 18 years of experience in the finance industry.
Jeffrey Boris (CRD# 2684794) is an Investment Advisor Representative working at Litvak Wealth, LLC in Norwalk, CT and has over 28 years of experience in the finance industry.
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.
Robert Boronski (CRD# 2153726) is an Investment Advisor Representative working at Commonwealth Financial Network in Darien, CT and has over 32 years of experience in the finance industry. Robert Boronski 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.
Justin Boshnack (CRD# 3062830) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 9 years of experience in the finance industry.
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.