-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kevin Troke (CRD# 2951797) is an Investment Advisor Representative working at Primerica Advisors in Burr Ridge, IL and has over 26 years of experience in the finance industry.
Lisa Waldorf (CRD# 2740511) is an Investment Advisor Representative working at Primerica Advisors in Burr Ridge, IL and has over 27 years of experience in the finance industry.
Matthew Waldorf (CRD# 2508369) is an Investment Advisor Representative working at Primerica Advisors in Burr Ridge, IL and has over 29 years of experience in the finance industry.
Michael Wapner (CRD# 6761243) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Burr Ridge, IL and has over 5 years of experience in the finance industry.
Lawrence Gatz (CRD# 6245962) is an Investment Advisor Representative working at Copperwood Financial in Burr Ridge, IL and has over 12 years of experience in the finance industry. Lawrence Gatz 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.
Julie Crotty (CRD# 5694137) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Burr Ridge, IL and has 1 year of experience in the finance industry.
Mohammed Ghouse (CRD# 6264823) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Burr Ridge, IL and has over 10 years of experience in the finance industry.
Daniel Hamburger (CRD# 5810058) is an Investment Advisor Representative working at Sikich Financial in Burr Ridge, IL and has over 9 years of experience in the finance industry. Daniel Hamburger 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.
Nicholas Leftakes (CRD# 1729929) is an Investment Advisor Representative working at Via Iv Investments, LLC in Burr Ridge, IL and has over 34 years of experience in the finance industry.
Hana Murphy (CRD# 6899034) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Burr Ridge, IL and has over 6 years of experience in the finance industry.