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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
Jeffrey Schankerman (CRD# 3242466) is an Investment Advisor Representative working at Mml Investors Services, LLC in Evanston, IL and has over 18 years of experience in the finance industry.
Danielle Schultz (CRD# 5889189) is an Investment Advisor Representative working at Haven Financial Solutions, Inc. in Evanston, IL and has over 13 years of experience in the finance industry. Danielle Schultz 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.
Jonathan Seed (CRD# 1892011) is an Investment Advisor Representative working at Seed Wealth Management, Inc. in Evanston, IL and has over 29 years of experience in the finance industry.
Flavius Sindile (CRD# 5610151) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Evanston, IL and has over 15 years of experience in the finance industry. Flavius Sindile 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.
John Sorensen (CRD# 1469363) is an Investment Advisor Representative working at Edward Jones in Evanston, IL and has over 32 years of experience in the finance industry.
Jeffery Spangler (CRD# 4517438) is an Investment Advisor Representative working at Lpl Financial LLC in Evanston, IL and has over 21 years of experience in the finance industry.
Christopher Stickrod (CRD# 4627958) is an Investment Advisor Representative working at Advice And Planning Services in Evanston, IL and has over 18 years of experience in the finance industry.
John Swee (CRD# 5440961) is an Investment Advisor Representative working at Gryphon Advisors, LLC in Evanston, IL and has over 15 years of experience in the finance industry. John Swee 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.
Thomas Swigert (CRD# 1686025) is an Investment Advisor Representative working at Avantax Advisory Services in Evanston, IL and has over 36 years of experience in the finance industry.
Nancy Tani (CRD# 1327010) is an Investment Advisor Representative working at Retire Secure Financial Planning, LLC in Evanston, IL and has 1 year of experience in the finance industry. Nancy Tani 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.