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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
Nathan Freeman (CRD# 4472806) is an Investment Advisor Representative working at Rudwall Wealth Management LLC in Mount Prospect, IL and has over 19 years of experience in the finance industry.
Alex Hickman (CRD# 5679714) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mount Prospect, IL and has 1 year of experience in the finance industry.
Charles Reed (CRD# 6086538) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mount Prospect, IL and has over 11 years of experience in the finance industry.
Stephanie Seiler (CRD# 6444210) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mount Prospect, IL and has over 9 years of experience in the finance industry.
James Simmons (CRD# 7540301) is an Investment Advisor Representative working at Edward Jones in Mount Prospect, IL and has 1 year of experience in the finance industry.
Baseem Taraji (CRD# 7546998) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Prospect, IL and has 1 year of experience in the finance industry.
Tyler Wielgos (CRD# 7851336) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Prospect, IL and has 1 year of experience in the finance industry.
Patrick Witte (CRD# 6927281) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mount Prospect, IL and has over 5 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...