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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
Adrian Croissant (CRD# 2692198) is an Investment Advisor Representative working at Wintrust Investments in Swansea, IL and has over 28 years of experience in the finance industry.
James Cummings (CRD# 6491750) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 6 years of experience in the finance industry.
Eric Cunningham (CRD# 5800411) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clayton, MO and has over 13 years of experience in the finance industry.
Michael Dal Pozzo (CRD# 5617367) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 14 years of experience in the finance industry.
Duane Daniels (CRD# 3268866) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in O'fallon, IL and has over 24 years of experience in the finance industry. Duane Daniels 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.
Jonathan Daniels (CRD# 5683557) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in O'fallon, IL and has over 14 years of experience in the finance industry. Jonathan Daniels 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.
Kyle Danner (CRD# 5235370) is an Investment Advisor Representative working at Larson Financial Group, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry. Kyle Danner 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.
Alex David (CRD# 2421489) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 30 years of experience in the finance industry.
Sally Davis (CRD# 1145591) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in O'fallon, IL and has over 20 years of experience in the finance industry.
William Davis (CRD# 4611287) is an Investment Advisor Representative working at Private Advisor Group, LLC in Columbia,, IL and has over 12 years of experience in the finance industry. William Davis 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.