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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
Christopher Zerbst (CRD# 2383872) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Evanston, IL and has over 30 years of experience in the finance industry.
Thomas Zimmerman (CRD# 1198889) is an Investment Advisor Representative working at Zimmerman Wealth Management, LLC in Evanston, IL and has over 40 years of experience in the finance industry. Thomas Zimmerman 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.
Alec Bradley (CRD# 7259940) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Evanston, IL and has over 3 years of experience in the finance industry.
John Carlson (CRD# 5348131) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Evanston, IL and has over 16 years of experience in the finance industry.
Owen Denicenco (CRD# 6465223) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Evanston, IL and has over 9 years of experience in the finance industry.
Jason Douglas (CRD# 7330437) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Evanston, IL and has over 2 years of experience in the finance industry.
Derek Elleman (CRD# 7189873) is an Investment Advisor Representative working at Ridge Investment Advisors in Evanston, IL and has over 4 years of experience in the finance industry.
Marshall Garrett (CRD# 7350982) is an Investment Advisor Representative working at Zimmerman Wealth Management, LLC in Evanston, IL and has over 4 years of experience in the finance industry. Marshall Garrett 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.
Chelsea Heins (CRD# 6847695) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Evanston, IL and has over 6 years of experience in the finance industry.
Justin Koress (CRD# 7302498) is an Investment Advisor Representative working at Bondurant Investment Advisory, LLC in Evanston, IL and has over 3 years of experience in the finance industry. Justin Koress 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.