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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
James McDermott (CRD# 2483480) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oakbrook Terrace, IL and has over 29 years of experience in the finance industry.
John McInerney (CRD# 5734672) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 14 years of experience in the finance industry. John McInerney 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.
Michael McIntyre (CRD# 2839149) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Oakbrook Terrace, IL and has over 27 years of experience in the finance industry.
Tracy McMahon (CRD# 5632747) is an Investment Advisor Representative working at Mariner Wealth in Oakbrook Terrace, IL and has 1 year of experience in the finance industry. Tracy McMahon 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.
David Melby (CRD# 2413077) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oakbrook Terrace, IL and has over 30 years of experience in the finance industry.
Anne Marie Metro (CRD# 1697327) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Oakbrook Terrace, IL and has over 36 years of experience in the finance industry.
Nemanja Miljkovic (CRD# 5367343) is an Investment Advisor Representative working at Park Avenue Securities LLC in Oakbrook Terrace, IL and has over 15 years of experience in the finance industry.
Isabel Mitria (CRD# 6520756) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oakbrook Terrace, IL and has over 5 years of experience in the finance industry.
Chantay Moore (CRD# 5019539) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oakbrook Terrace, IL and has over 18 years of experience in the finance industry.
Aimee Morrin (CRD# 2975400) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oakbrook Terrace, IL and has over 23 years of experience in the finance industry. Aimee Morrin 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.