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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
Douglas Winzelberg (CRD# 1529229) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barrington, IL and has over 37 years of experience in the finance industry.
Leslie Herr (CRD# 4383165) is an Investment Advisor Representative working at Simplified Wealth Management, LLC in Barrington, IL and has over 12 years of experience in the finance industry.
Jason Allen (CRD# 7116942) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has 1 year of experience in the finance industry.
Sitalakshmi Arumugam (CRD# 4944696) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Barrington, IL and has over 14 years of experience in the finance industry.
Hannah Carter (CRD# 7332760) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Barrington, IL and has 1 year of experience in the finance industry.
Alexia Ciontea (CRD# 7342196) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Barrington, IL and has over 2 years of experience in the finance industry.
Jennifer Ebert (CRD# 7521373) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has 1 year of experience in the finance industry.
John Ferguson (CRD# 7373190) is an Investment Advisor Representative working at Patrick M. Sweeney & Associates, Inc. in Barrington, IL and has 1 year of experience in the finance industry. John Ferguson 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.
Maria Graft (CRD# 5761131) is an Investment Advisor Representative working at Simplified Wealth Management, LLC in Barrington, IL and has over 14 years of experience in the finance industry.
Kelly Karecki (CRD# 6668296) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has 1 year of experience in the finance industry.