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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
Ryan Birch (CRD# 4556310) is an Investment Advisor Representative working at Edward Jones in Long Grove, IL and has over 21 years of experience in the finance industry. Ryan Birch 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.
Steve Brunke (CRD# 5578581) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Grove, IL and has over 15 years of experience in the finance industry.
Steven Motta (CRD# 2112647) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Long Grove, IL and has over 33 years of experience in the finance industry.
Jingbo Pan (CRD# 5266959) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Long Grove, IL and has over 16 years of experience in the finance industry.
Gregory Smith (CRD# 1380572) is an Investment Advisor Representative working at Long Run Investment Management, LLC in Long Grove, IL and has over 36 years of experience in the finance industry. Gregory Smith 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.
Rebecca Jacobs (CRD# 6886147) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Long Grove, IL and has 1 year of experience in the finance industry.
Joseph Spiegel (CRD# 5325068) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Grove, IL and has over 16 years of experience in the finance industry.
Charles Melka (CRD# 2216510) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Glen Ellyn, IL and has over 32 years of experience in the finance industry. Charles Melka 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.
Phillip Shaw has spent his career helping people to better understand their finances and accomplish their goals and passions. As a guide for his clients, he creates plans that address not only the necessities of life, but the hopes and dreams as well. Transitions are never easy in life; whether it is a new family, a new career, or a retirement -Phillip’s goal is to be a partner to lead people through these times.
Outside of finances, Phillip enjoys the outdoors; he is an avid rock climber, sailboat racer, hiker, cyclist and generally anything that involves being active in the sun. He regularly...