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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
Lisa Capriotti - Angileri (CRD# 1638147) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rockford, IL and has over 32 years of experience in the finance industry.
David Carter (CRD# 5662078) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockford, IL and has over 15 years of experience in the finance industry.
Derek Carter (CRD# 2874759) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 26 years of experience in the finance industry. Derek Carter 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 Casalena (CRD# 2182262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 32 years of experience in the finance industry.
Diane Cassens (CRD# 2777135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 27 years of experience in the finance industry.
Debra Cerny (CRD# 2192178) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 30 years of experience in the finance industry.
Daniel Christiansen (CRD# 1906425) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockford, IL and has over 35 years of experience in the finance industry.
John Clarke (CRD# 5702537) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 14 years of experience in the finance industry. John Clarke 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.
Henry Clement (CRD# 2481603) is an Investment Advisor Representative working at Harbour Investments, Inc. in Beloit, WI and has over 29 years of experience in the finance industry.
Mark Clure (CRD# 2477274) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 29 years of experience in the finance industry. Mark Clure 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.