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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
Catherine Jones (CRD# 5358766) is an Investment Advisor Representative working at Edelman Financial Engines in Northbrook, IL and has over 16 years of experience in the finance industry. Catherine Jones 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.
Bradley Joselit (CRD# 2995848) is an Investment Advisor Representative working at Joselit Asset Management in Northbrook, IL and has over 13 years of experience in the finance industry.
David Joseph (CRD# 1553405) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Northbrook, IL and has over 30 years of experience in the finance industry.
Kristina Jucaban (CRD# 6431528) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northbrook, IL and has over 8 years of experience in the finance industry.
Robert Kalman (CRD# 1841415) is an Investment Advisor Representative working at Miramar Capital in Northbrook, IL and has over 35 years of experience in the finance industry.
Kevin Kamholz (CRD# 2580151) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northbrook, IL and has over 23 years of experience in the finance industry.
Peter Karas (CRD# 2375850) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Northbrook, IL and has over 22 years of experience in the finance industry.
Keith Karchmar (CRD# 4886140) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Northbrook, IL and has over 19 years of experience in the finance industry.
Bruce Karman (CRD# 1777548) is an Investment Advisor Representative working at Equitable Advisors, LLC in Northbrook, IL and has over 32 years of experience in the finance industry.
Mike Karras (CRD# 2739925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 27 years of experience in the finance industry.