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Distance Only Palatine, 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
Michael McKevitt (CRD# 5351083) is an Investment Advisor Representative working at Private Advisor Group, LLC in Palatine, IL and has over 15 years of experience in the finance industry. Michael McKevitt 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.
Terrence Moran (CRD# 1036965) is an Investment Advisor Representative working at Lpl Financial LLC in Palatine, IL and has over 32 years of experience in the finance industry. Terrence Moran 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 Norwood (CRD# 2707437) is an Investment Advisor Representative working at Cwm, LLC in Palatine, IL and has over 28 years of experience in the finance industry. William Norwood 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.
Chetan Notaria (CRD# 2994089) is an Investment Advisor Representative working at Investment Resources Center in Palatine, IL and has over 26 years of experience in the finance industry.
Daniel Oconnell (CRD# 5354490) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palatine, IL and has over 16 years of experience in the finance industry.
Frank Patzke (CRD# 850554) is an Investment Advisor Representative working at Ep Wealth Advisors in Palatine, IL and has over 44 years of experience in the finance industry. Frank Patzke 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.
Steven Peshek (CRD# 6911828) is an Investment Advisor Representative working at Altruity Wealth in Palatine, IL and has over 6 years of experience in the finance industry.
John Ressler (CRD# 3238062) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Palatine, IL and has over 24 years of experience in the finance industry. John Ressler 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.
Steve Richenberger (CRD# 5180468) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palatine, IL and has over 17 years of experience in the finance industry.
Richard Roeser (CRD# 3053821) is an Investment Advisor Representative working at Edward Jones in Palatine, IL and has over 25 years of experience in the finance industry.