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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
Edward Newton (CRD# 2428624) is an Investment Advisor Representative working at North Shore Private Asset Management, LLC in Lake Forest, IL and has over 25 years of experience in the finance industry.
Louise Ozolins (CRD# 3226320) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Forest, IL and has over 11 years of experience in the finance industry.
Lawrence Pershing (CRD# 6207106) is an Investment Advisor Representative working at Optimum Retirement Planning LLC in Lake Forest, IL and has over 7 years of experience in the finance industry. Lawrence Pershing 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.
Jack Pierce (CRD# 7566738) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Forest, IL and has 1 year of experience in the finance industry. Jack Pierce 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.
Ranjeet Rai (CRD# 3104220) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 7 years of experience in the finance industry.
Kevin Rieger (CRD# 6112073) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Forest, IL and has over 11 years of experience in the finance industry.
Bradley Rish (CRD# 1725066) is an Investment Advisor Representative working at Morgan Stanley in Lake Forest, IL and has over 4 years of experience in the finance industry.
Darrel Rolls (CRD# 6730133) is an Investment Advisor Representative working at North Shore Capital Group Investment Advisors, Inc. in Lake Forest, IL and has over 2 years of experience in the finance industry.
Eric Schmitz (CRD# 6482418) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 8 years of experience in the finance industry.
Jeffrey Smith (CRD# 3110556) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lake Forest, IL and has over 23 years of experience in the finance industry.