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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
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.
Richard Stanfel (CRD# 5823232) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Forest, IL and has over 13 years of experience in the finance industry. Richard Stanfel 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.
Shanna Venne (CRD# 4748119) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 19 years of experience in the finance industry.
Lucas Weis (CRD# 6695412) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Forest, IL and has over 6 years of experience in the finance industry. Lucas Weis 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.
Robert Weis (CRD# 2421439) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Forest, IL and has over 30 years of experience in the finance industry. Robert Weis 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.
John Westerman (CRD# 5202051) is an Investment Advisor Representative working at Exi Investment Partners in Lake Forest, IL and has over 3 years of experience in the finance industry.
Bruce Abrams (CRD# 5252940) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Deerfield, IL and has over 17 years of experience in the finance industry.
Terri Abrams (CRD# 1257255) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Crystal Lake, IL and has over 39 years of experience in the finance industry.
Alan Abramson (CRD# 2424715) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Highland Park, IL and has over 30 years of experience in the finance industry.
Robert Achille (CRD# 4316392) is an Investment Advisor Representative working at Spc in Mount Prospect, IL and has over 23 years of experience in the finance industry.