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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
Linda Borst (CRD# 1028989) is an Investment Advisor Representative working at The Pinnacle Financial Group in Melville, NY and has over 28 years of experience in the finance industry.
Jonathan Bostwick (CRD# 5191994) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Ronkonkoma, NY and has over 17 years of experience in the finance industry.
Sean Bostwick (CRD# 4236976) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melville, NY and has over 23 years of experience in the finance industry. Sean Bostwick 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.
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.
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.
Ted Boutis (CRD# 2951760) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melville, NY and has over 26 years of experience in the finance industry. Ted Boutis 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.
William Bowie (CRD# 6761114) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Syosset, NY and has over 7 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.
Darrin Bradley (CRD# 2398784) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hauppauge, NY and has over 29 years of experience in the finance industry.