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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
Stephanie Barnett (CRD# 6462500) is an Investment Advisor Representative working at Mml Investors Services, LLC in Libertyville, IL and has over 8 years of experience in the finance industry.
Erika Bateman (CRD# 4813330) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 19 years of experience in the finance industry. Erika Bateman 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.
Ronald Bernstein (CRD# 5026816) is an Investment Advisor Representative working at Prism Planning Partners in Libertyville, IL and has over 18 years of experience in the finance industry. Ronald Bernstein 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.
Tyler Braun (CRD# 5685296) is an Investment Advisor Representative working at Money Concepts Advisory Service in Libertyville, IL and has over 13 years of experience in the finance industry.
Peter Crabtree (CRD# 6167414) is an Investment Advisor Representative working at First Advisors National, LLC in Libertyville, IL and has over 10 years of experience in the finance industry.
Drew Cullum (CRD# 1461627) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Libertyville, IL and has over 32 years of experience in the finance industry.
Faron Daugs (CRD# 2177774) is an Investment Advisor Representative working at Cwm, LLC in Libertyville, IL and has over 32 years of experience in the finance industry. Faron Daugs 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.
Mary Erl (CRD# 4595727) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 21 years of experience in the finance industry. Mary Erl 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.
Mark Friese (CRD# 2331825) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Libertyville, IL and has over 30 years of experience in the finance industry.
CRD# 6519890
Raymond James & Associates, Inc.
Office. 847.610.5078
Cell. 224.355.5737
Email. [email protected]
I am a Financial Advisor with Raymond James. I focus my business on my clients’ individual financial objectives; I believe the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to my clients’ best interests, that sets me apart.
I am dedicated to managing and preserving wealth for you and your family. By establishing deep and valued...