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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
Frederick Lucas (CRD# 2651981) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Prospect Heights, IL and has over 28 years of experience in the finance industry.
Wayne Jin (CRD# 6719307) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Prospect Heights, IL and has over 2 years of experience in the finance industry.
Charles Melka (CRD# 2216510) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Glen Ellyn, IL and has over 32 years of experience in the finance industry. Charles Melka 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.
Phillip Shaw has spent his career helping people to better understand their finances and accomplish their goals and passions. As a guide for his clients, he creates plans that address not only the necessities of life, but the hopes and dreams as well. Transitions are never easy in life; whether it is a new family, a new career, or a retirement -Phillip’s goal is to be a partner to lead people through these times.
Outside of finances, Phillip enjoys the outdoors; he is an avid rock climber, sailboat racer, hiker, cyclist and generally anything that involves being active in the sun. He regularly...
Alexander Bass (CRD# 4846117) is an Investment Advisor Representative working at Hightower Advisors, LLC in New York, NY and has over 16 years of experience in the finance industry.
Thomas Aagaard (CRD# 5569194) is an Investment Advisor Representative working at Amplify Investments LLC in Lisle, IL and has over 12 years of experience in the finance industry.
Arturo Abarca (CRD# 5751555) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wheaton, IL and has over 14 years of experience in the finance industry.
Michael Abbatacola (CRD# 1955854) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 31 years of experience in the finance industry.
Thomas Abbatacola (CRD# 4973788) is an Investment Advisor Representative working at Polen Capital Management, LLC in Geneva, IL and has over 18 years of experience in the finance industry.