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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
Jessica Robertson (CRD# 7726096) is an Investment Advisor Representative working at South Bay Financial Partners in Glenview, IL and has 1 year of experience in the finance industry.
Michael Ryder (CRD# 7351593) is an Investment Advisor Representative working at Edward Jones in Glenview, IL and has over 3 years of experience in the finance industry.
Rahul Shirahatti (CRD# 7804663) is an Investment Advisor Representative working at Coyle in Glenview, IL and has 1 year of experience in the finance industry.
David Smestuen (CRD# 7449682) is an Investment Advisor Representative working at Coyle in Glenview, IL and has over 2 years of experience in the finance industry.
Kay Song (CRD# 7183727) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Glenview, IL and has over 4 years of experience in the finance industry. Kay Song 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 Tantillo (CRD# 4586211) is an Investment Advisor Representative working at Park Avenue Securities LLC in Glenview, IL and has over 21 years of experience in the finance industry.
Ana Villarreal (CRD# 5600824) is an Investment Advisor Representative working at Morgan Stanley in Glenview, IL and has over 9 years of experience in the finance industry.
Brian Waller (CRD# 5057883) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Glenview, IL and has over 18 years of experience in the finance industry.
Kelly Yousif (CRD# 7469352) is an Investment Advisor Representative working at Morgan Stanley in Glenview, IL and has 1 year of experience in the finance industry.
Charles Melka (CRD# 2216510) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Glen Ellyn, IL and has over 32 years of experience in the finance industry. Charles Melka 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.