Felicia Gates (CRD# 2317644) is an Investment Advisor Representative working at Polaris Wealth Management, LLC in Flossmoor, IL and has over 3 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Polaris Wealth Management, LLC | Flossmoor, IL | Jul 2023 - Current | < 1 |
| Bank Of America, N.a. | Orland Park, IL | Mar 2020 - Jul 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orland Park, IL | Jan 2020 - Jul 2023 | 3 |
| Bank Of America/merrill | Orland Park, IL | Jan 2020 - Jul 2023 | 3 |
| Jewish Community Centers Of Chicago (jcc Chicago) | Chicago, IL | Jul 2018 - Jan 2020 | 1 |
| Unemployed | Country Club Hills, IL | Jun 2018 - Jul 2018 | < 1 |
| Accounting Principals | Chicago, IL | Jun 2018 - Jun 2018 | < 1 |
| Accountemps | Chicago, IL | Jun 2018 - Jun 2018 | < 1 |
| Unemployed | Country Club Hills, IL | Feb 2018 - Jun 2018 | < 1 |
| Accounting Principals | Chicago, IL | Jan 2018 - Feb 2018 | < 1 |
| Unemployed | Country Club Hills, IL | Sep 2017 - Jan 2018 | < 1 |
| Fmsi / Ramco Holdings | Naperville, IL | Jun 2016 - Sep 2017 | 1 |
| Johnson Publishing Company | Chicago, IL | Mar 2016 - Jun 2016 | < 1 |
| Accounting Principals | Chicago, IL | Sep 2015 - Mar 2016 | < 1 |
| Unemployed | Country Club Hills, IL | Jun 2015 - Sep 2015 | < 1 |
| Accountemps | Chicago, IL | Mar 2015 - Jun 2015 | < 1 |
| Unemployed | Country Club Hills, IL | Dec 2014 - Mar 2015 | < 1 |
| Self Employed | Country Club Hills, IL | Nov 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- IL
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$19,754
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
IL, TX
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