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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
William Tippet (CRD# 1776324) 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.
Gregory Tong (CRD# 4970446) is an Investment Advisor Representative working at Iht Wealth Management LLC in Skokie, IL and has over 18 years of experience in the finance industry.
Max Tongate (CRD# 7047878) is an Investment Advisor Representative working at Edward Jones in Skokie, IL and has over 5 years of experience in the finance industry.
Meeta Vakil (CRD# 5284405) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Skokie, IL and has over 17 years of experience in the finance industry. Meeta Vakil 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.
John Valleau (CRD# 2300422) 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. John Valleau 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.
Teresa Velgara (CRD# 6558416) is an Investment Advisor Representative working at Rappaport Reiches Capital Management, in Skokie, IL and has over 8 years of experience in the finance industry. Teresa Velgara 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 Vieceli (CRD# 1436994) is an Investment Advisor Representative working at Harbour Financial Resources, Ltd in Skokie, IL and has over 38 years of experience in the finance industry.
Elizabeth Xilas (CRD# 1701588) is an Investment Advisor Representative working at Rappaport Reiches Capital Management, in Skokie, IL and has over 31 years of experience in the finance industry.
David Zinck (CRD# 4120201) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Skokie, IL and has over 22 years of experience in the finance industry.
Robert Barcenas (CRD# 5710841) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Skokie, IL and has over 14 years of experience in the finance industry.