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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
Jeffrey Scheithe (CRD# 1356047) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warrenville, IL and has over 36 years of experience in the finance industry. Jeffrey Scheithe 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 Scott (CRD# 4702578) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warrenville, IL and has over 12 years of experience in the finance industry.
Jennifer Secola (CRD# 6188220) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Warrenville, IL and has over 8 years of experience in the finance industry.
Gopal Sharma (CRD# 2975600) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warrenville, IL and has over 26 years of experience in the finance industry.
Nicholas Sloane (CRD# 1325510) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Warrenville, IL and has over 32 years of experience in the finance industry.
David Soper (CRD# 4148291) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warrenville, IL and has over 23 years of experience in the finance industry.
Nick Summa (CRD# 5740876) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Warrenville, IL and has over 13 years of experience in the finance industry.
Douglas Swanson (CRD# 6912546) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Warrenville, IL and has over 6 years of experience in the finance industry.
Marc Sweda (CRD# 4011941) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warrenville, IL and has over 24 years of experience in the finance industry.
William Tasker (CRD# 4895684) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Warrenville, IL and has over 18 years of experience in the finance industry.