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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
Melanie Anderson (CRD# 1939668) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Evanston, IL and has over 32 years of experience in the finance industry. Melanie Anderson 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.
Preston Appleby (CRD# 1663053) is an Investment Advisor Representative working at Appleby Advisory LLC in Evanston, IL and has over 19 years of experience in the finance industry.
Eric Bederman (CRD# 2074318) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 32 years of experience in the finance industry.
Michael Bloom (CRD# 2553778) is an Investment Advisor Representative working at Grosse Point Capital Management in Evanston, IL and has over 24 years of experience in the finance industry. Michael Bloom 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.
Scott Bondurant (CRD# 2013125) is an Investment Advisor Representative working at Bondurant Investment Advisory, LLC in Evanston, IL and has over 34 years of experience in the finance industry.
Donald Brackey (CRD# 3004154) is an Investment Advisor Representative working at Brackey Consulting, Inc. in Evanston, IL and has over 25 years of experience in the finance industry.
Dale Bradley (CRD# 1999537) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Evanston, IL and has over 34 years of experience in the finance industry.
Jac Cerney (CRD# 4725976) is an Investment Advisor Representative working at Jac Wealth Management Services, LLC in Evanston, IL and has over 20 years of experience in the finance industry. Jac Cerney 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 Close (CRD# 1579758) is an Investment Advisor Representative working at Gryphon Advisors, LLC in Evanston, IL and has 1 year of experience in the finance industry. David Close 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.
Michael Cope (CRD# 5142188) is an Investment Advisor Representative working at Pinnacle Planning Advisors, LLC in Evanston, IL and has over 17 years of experience in the finance industry. Michael Cope 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.