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Distance Only South Barrington, IL
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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
Lloyd Montgomery (CRD# 1359199) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Barrington, IL and has over 19 years of experience in the finance industry.
Jeffrey Pearce (CRD# 1872570) is an Investment Advisor Representative working at Vermillion Financial Advisors, Inc. in South Barrington, IL and has over 32 years of experience in the finance industry. Jeffrey Pearce 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 Robbins (CRD# 5993931) is an Investment Advisor Representative working at Archer Investment Corporation in South Barrington, IL and has over 9 years of experience in the finance industry.
Daniel Savas (CRD# 4330638) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Barrington, IL and has over 22 years of experience in the finance industry. Daniel Savas 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.
Jeffrey Scheider (CRD# 2913242) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in South Barrington, IL and has over 26 years of experience in the finance industry. Jeffrey Scheider 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.
Matthew Schultz (CRD# 4594279) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in South Barrington, IL and has over 20 years of experience in the finance industry.
Edward Scoby (CRD# 5440511) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in South Barrington, IL and has over 16 years of experience in the finance industry. Edward Scoby 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.
Amy Trotter (CRD# 1883491) is an Investment Advisor Representative working at Wells Fargo Advisors in South Barrington, IL and has over 34 years of experience in the finance industry.
Janice Vlazny (CRD# 5117517) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Barrington, IL and has over 17 years of experience in the finance industry.
William Vlazny (CRD# 3167720) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Barrington, IL and has over 25 years of experience in the finance industry. William Vlazny 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.