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Distance Only East Dundee, IL
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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
Daniel Borello (CRD# 6691474) is an Investment Advisor Representative working at James T. Borello & Company in East Dundee, IL and has over 7 years of experience in the finance industry.
James Borello (CRD# 1295014) is an Investment Advisor Representative working at James T. Borello & Company in East Dundee, IL and has over 32 years of experience in the finance industry.
David Schlossberg (CRD# 3038857) is an Investment Advisor Representative working at Assured Advisory Group, LLC in East Dundee, IL and has over 23 years of experience in the finance industry.
Michael Speziale (CRD# 2296776) is an Investment Advisor Representative working at James T. Borello & Company in East Dundee, IL and has over 31 years of experience in the finance industry.
Lawrence Strzelecki (CRD# 4711489) is an Investment Advisor Representative working at Assured Advisory Group, LLC in East Dundee, IL and has over 20 years of experience in the finance industry. Lawrence Strzelecki 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.
David Willeumier (CRD# 4782886) is an Investment Advisor Representative working at Strategic Asset Management LLC in East Dundee, IL and has over 19 years of experience in the finance industry. David Willeumier 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.
Chad Anderson (CRD# 7609911) is an Investment Advisor Representative working at James T. Borello & Company in East Dundee, IL and has 1 year of experience in the finance industry.
Natalie Berman (CRD# 7252819) is an Investment Advisor Representative working at Allworth Financial, LP in East Dundee, IL and has 1 year of experience in the finance industry.
Anthony Feucht (CRD# 7702587) is an Investment Advisor Representative working at Assured Advisory Group, LLC in East Dundee, IL and has 1 year of experience in the finance industry.