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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
John Kennedy (CRD# 1992410) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barrington, IL and has over 33 years of experience in the finance industry.
Mary Ketel (CRD# 6174040) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has over 2 years of experience in the finance industry.
Kyle Kinnamon (CRD# 6981994) is an Investment Advisor Representative working at Kinnamon & Associates Ltd Ii in Barrington, IL and has over 4 years of experience in the finance industry.
Patrick Lyman (CRD# 6800182) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 3 years of experience in the finance industry. Patrick Lyman 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.
Michael Politzki (CRD# 6694450) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has 1 year of experience in the finance industry.
Satya Rangaraju (CRD# 7036721) is an Investment Advisor Representative working at Eagle Strategies LLC in Barrington, IL and has 1 year of experience in the finance industry.
Marc Schock (CRD# 5614994) is an Investment Advisor Representative working at Lpl Financial LLC in Barrington, IL and has 1 year of experience in the finance industry.
Jessica Spondouris (CRD# 7000056) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has over 3 years of experience in the finance industry.
David Valenti (CRD# 7252347) is an Investment Advisor Representative working at Virtue Asset Management LLC in Barrington, IL and has 1 year of experience in the finance industry. David Valenti 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.
Jeanne Varwig (CRD# 1380973) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Barrington, IL and has over 34 years of experience in the finance industry.