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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
Beth Botti (CRD# 4304575) is an Investment Advisor Representative working at Equitable Advisors, LLC in Milford, CT and has over 23 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.
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.
David Bouffard (CRD# 5352836) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, CT and has over 12 years of experience in the finance industry.
Nicole Bouffard (CRD# 4249952) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southport, CT and has over 23 years 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 Osaic Wealth, 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.
Drew Bowman (CRD# 2875376) is an Investment Advisor Representative working at Commonwealth Financial Network in Shelton, CT and has over 27 years of experience in the finance industry.
Lawrence Boxer (CRD# 1957443) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valhalla, NY and has over 35 years of experience in the finance industry. Lawrence Boxer 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.