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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
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.
Konrad Zagzebski (CRD# 6975037) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Green Bay, WI and has over 5 years of experience in the finance industry. Konrad Zagzebski 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.
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.
Phillip Shaw has spent his career helping people to better understand their finances and accomplish their goals and passions. As a guide for his clients, he creates plans that address not only the necessities of life, but the hopes and dreams as well. Transitions are never easy in life; whether it is a new family, a new career, or a retirement -Phillip’s goal is to be a partner to lead people through these times.
Outside of finances, Phillip enjoys the outdoors; he is an avid rock climber, sailboat racer, hiker, cyclist and generally anything that involves being active in the sun. He regularly...