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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
Lisa Gregori (CRD# 5812291) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Joliet, IL and has over 12 years of experience in the finance industry.
Jason Hall (CRD# 7077997) is an Investment Advisor Representative working at Edward Jones in Joliet, IL and has over 4 years of experience in the finance industry.
Mark Hornung (CRD# 5318469) is an Investment Advisor Representative working at Edward Jones in Joliet, IL and has over 16 years of experience in the finance industry.
Mark Karner (CRD# 4582497) is an Investment Advisor Representative working at Edward Jones in Joliet, IL and has over 21 years of experience in the finance industry.
Marie Knorr (CRD# 4490108) is an Investment Advisor Representative working at Lpl Financial LLC in Joliet, IL and has over 22 years of experience in the finance industry. Marie Knorr 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 Kruchten (CRD# 2898973) is an Investment Advisor Representative working at Commonwealth Financial Network in Joliet, IL and has over 26 years of experience in the finance industry. Michael Kruchten 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 Lennon (CRD# 2505780) is an Investment Advisor Representative working at Forum Financial Management, LP in Joliet, IL and has over 29 years of experience in the finance industry.
David Marquez (CRD# 2645048) is an Investment Advisor Representative working at Primerica Advisors in Joliet, IL and has over 28 years of experience in the finance industry.
Katie Millar (CRD# 5169156) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Joliet, IL and has over 17 years of experience in the finance industry. Katie Millar 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.
Amy Montgomery (CRD# 3130496) is an Investment Advisor Representative working at Commonwealth Financial Network in Joliet, IL and has over 24 years of experience in the finance industry.