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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
Jonathan Frydman (CRD# 2084269) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Northbrook, IL and has over 33 years of experience in the finance industry.
Juan Galaviz (CRD# 6454331) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Northbrook, IL and has over 7 years of experience in the finance industry.
I am a registered investment advisor at Chicago Partners Wealth Advisors in Chicago, IL with more than 25 years of experience in the finance and investment industry. I have extensive experience in the areas of equities, fixed income, derivatives and alternative investments working with individuals and institutions.
Chicago Partners is a registered investment advisor and wealth management firm. We manage approximately $1.2 billion for 330 clients in 38 states across the U.S.
Our investment philosophy focuses on low-cost, tax-efficient strategies that utilize a combination of index funds...
Brett Gardiner (CRD# 4769770) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Northbrook, IL and has over 20 years of experience in the finance industry.
Christopher Garrity (CRD# 1405796) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 38 years of experience in the finance industry.
Matthew Garrity (CRD# 6673943) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 7 years of experience in the finance industry.
Jordan Gelb (CRD# 1444391) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 38 years of experience in the finance industry.
John Glasgow (CRD# 1050127) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 37 years of experience in the finance industry.
Catherine Goel (CRD# 4677138) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 19 years of experience in the finance industry.
Daniel Goldstein (CRD# 6100346) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Northbrook, IL and has 1 year of experience in the finance industry. Daniel Goldstein 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.