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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
David Olesen (CRD# 4147669) is an Investment Advisor Representative working at Newedge Advisors in Roselle, IL and has over 23 years of experience in the finance industry.
Joseph Pedrigi (CRD# 3243584) is an Investment Advisor Representative working at Lpl Financial LLC in Roselle, IL and has over 24 years of experience in the finance industry.
Michael Procaccio (CRD# 2523065) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Roselle, IL and has over 29 years of experience in the finance industry.
Anthony Trainor (CRD# 4419580) is an Investment Advisor Representative working at Lpl Financial LLC in Roselle, IL and has over 21 years of experience in the finance industry. Anthony Trainor 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.
Christopher Bryan (CRD# 6421243) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Roselle, IL and has over 8 years of experience in the finance industry.
Christopher Hamelly (CRD# 7371008) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Roselle, IL and has over 2 years of experience in the finance industry.
Cheryl Sanchez (CRD# 2819243) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Roselle, IL and has over 21 years of experience in the finance industry.
Jacob See (CRD# 7554084) is an Investment Advisor Representative working at Newedge Advisors in Roselle, IL and has 1 year 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...