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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
Karen Owens (CRD# 2772080) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 27 years of experience in the finance industry.
Niralee Patel (CRD# 6282028) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Champaign, IL and has over 10 years of experience in the finance industry.
Shanon Patterson (CRD# 6492258) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 8 years of experience in the finance industry.
Bruce Paulsrud (CRD# 5300469) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Champaign, IL and has over 16 years of experience in the finance industry.
Kristin Pennock Jackson (CRD# 6404235) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 7 years of experience in the finance industry.
David Phipps (CRD# 3147804) is an Investment Advisor Representative working at Lpl Financial LLC in Mattoon, IL and has over 25 years of experience in the finance industry.
James Ploeger (CRD# 364635) is an Investment Advisor Representative working at Lester Financial Group, LLC in Champaign, IL and has over 36 years of experience in the finance industry.
Kevin Polonus (CRD# 6275137) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Champaign, IL and has over 10 years of experience in the finance industry.
Harold Pope (CRD# 1051135) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mattoon, IL and has over 40 years of experience in the finance industry. Harold Pope 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 Pope (CRD# 2371695) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mattoon, IL and has over 26 years of experience in the finance industry.