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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
Timothy O'brien (CRD# 2616829) is an Investment Advisor Representative working at Edward Jones in Hobart, IN and has over 17 years of experience in the finance industry.
James O'hara (CRD# 1520800) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 37 years of experience in the finance industry.
David Osborn (CRD# 1502594) is an Investment Advisor Representative working at Osborn Wealth Management in La Porte, IN and has over 37 years of experience in the finance industry. David Osborn 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.
Malaquias Paez (CRD# 4949969) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Chesterton, IN and has over 18 years of experience in the finance industry.
Joanna Pasterczyk (CRD# 6890532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Merrillville, IN and has over 6 years of experience in the finance industry.
James Peller (CRD# 1335047) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Merrillville, IN and has over 39 years of experience in the finance industry. James Peller 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 Pendergast (CRD# 1043780) is an Investment Advisor Representative working at Edward Jones in La Porte, IN and has over 41 years of experience in the finance industry.
Stephen Peterson (CRD# 6658461) is an Investment Advisor Representative working at Personal Financial Advice & Insights, LLC in Stevensville, MI and has over 8 years of experience in the finance industry.
Pauline Petruch (CRD# 6354629) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, IN and has over 9 years of experience in the finance industry.
David Pickart (CRD# 2862528) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Merrillville, IN and has over 27 years of experience in the finance industry.