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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
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.
Michael Murray (CRD# 3160086) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Joliet, IL and has over 25 years of experience in the finance industry.
Frank Palmasani (CRD# 1630137) is an Investment Advisor Representative working at Lincoln Investment in Joliet, IL and has over 32 years of experience in the finance industry.
Oduardo Periu (CRD# 2493180) is an Investment Advisor Representative working at Interactive Financial Advisors in Joliet, IL and has over 27 years of experience in the finance industry.
Jeff Pierson (CRD# 4922871) is an Investment Advisor Representative working at Lincoln Investment in Joliet, IL and has over 19 years of experience in the finance industry.
Jennifer Prosise (CRD# 5465463) is an Investment Advisor Representative working at Lincoln Investment in Joliet, IL and has over 16 years of experience in the finance industry.
Adam Provance (CRD# 5555564) is an Investment Advisor Representative working at Commonwealth Financial Network in Joliet, IL and has over 15 years of experience in the finance industry.
Peggy Robinson (CRD# 5774855) is an Investment Advisor Representative working at Edward Jones in Joliet, IL and has over 13 years of experience in the finance industry.
Scott Segobiano (CRD# 6761482) is an Investment Advisor Representative working at Edward Jones in Joliet, IL and has over 6 years of experience in the finance industry.
Mark Stofan (CRD# 1579856) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Joliet, IL and has over 32 years of experience in the finance industry. Mark Stofan 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.