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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
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.
Zachary Dalzell (CRD# 6588402) is an Investment Advisor Representative working at Wells Fargo Advisors in South Barrington, IL and has over 3 years of experience in the finance industry.
Brendan Donlevy (CRD# 6958581) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in South Barrington, IL and has 1 year of experience in the finance industry.
Ghouse Kazim (CRD# 5881405) is an Investment Advisor Representative working at State Farm Investment Management Corp. in South Barrington, IL and has over 13 years of experience in the finance industry.
Bret Mooney (CRD# 6963921) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in South Barrington, IL and has over 4 years 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.