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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
Kenyon Knight (CRD# 5910331) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 12 years of experience in the finance industry.
Kenneth Kruss (CRD# 2791830) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Zurich, IL and has over 27 years of experience in the finance industry.
William Lavanne (CRD# 1022276) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake Zurich, IL and has over 32 years of experience in the finance industry. William Lavanne 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 Lynch (CRD# 2166274) is an Investment Advisor Representative working at Highpoint Planning Partners in Lake Zurich, IL and has over 32 years of experience in the finance industry. Michael Lynch 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.
Rita Maliekal (CRD# 5307098) is an Investment Advisor Representative working at Primerica Advisors in Lake Zurich, IL and has over 16 years of experience in the finance industry.
Nick Moylan (CRD# 6088136) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 11 years of experience in the finance industry.
Jennifer Neighbors (CRD# 5789667) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 13 years of experience in the finance industry.
Michael Rymsza (CRD# 4220366) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 23 years of experience in the finance industry.
Adam Schoenwald (CRD# 4914812) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lake Zurich, IL and has over 18 years of experience in the finance industry. Adam Schoenwald 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.
Melanie Sheedy (CRD# 4195180) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 23 years of experience in the finance industry. Melanie Sheedy 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.