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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
Dov Robinson (CRD# 4830840) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Skokie, IL and has over 19 years of experience in the finance industry.
Andrea Roiniotis (CRD# 5219583) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Skokie, IL and has over 15 years of experience in the finance industry.
Glen Roter (CRD# 2598635) is an Investment Advisor Representative working at Edward Jones in Skokie, IL and has over 28 years of experience in the finance industry.
Joel Rubin (CRD# 1783233) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Skokie, IL and has over 35 years of experience in the finance industry.
Brian Schaeffer (CRD# 5249766) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 16 years of experience in the finance industry. Brian Schaeffer 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.
Lawrence Shanker (CRD# 2289536) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 31 years of experience in the finance industry.
Alex Shibicky (CRD# 1051845) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Skokie, IL and has over 32 years of experience in the finance industry.
Robert Stewart (CRD# 4027565) is an Investment Advisor Representative working at Wintrust Investments in Skokie, IL and has over 24 years of experience in the finance industry.
David Strulowitz (CRD# 2423722) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Skokie, IL and has over 30 years of experience in the finance industry.
Linda Takach (CRD# 3259911) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Skokie, IL and has over 24 years of experience in the finance industry.