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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
Angelina Cummins (CRD# 6409121) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 8 years of experience in the finance industry.
Julie Cunningham (CRD# 6746905) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Wheaton, IL and has over 7 years of experience in the finance industry.
Joanne Curry (CRD# 5949946) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wheaton, IL and has over 12 years of experience in the finance industry.
Alyssa Dalby (CRD# 4227202) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 23 years of experience in the finance industry.
Eric Daley (CRD# 2713064) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 19 years of experience in the finance industry.
Holly Daniel (CRD# 2644490) is an Investment Advisor Representative working at Paulson Wealth Management Inc. in Wheaton, IL and has over 12 years of experience in the finance industry. Holly Daniel 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.
Michael Darr (CRD# 1905898) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 30 years of experience in the finance industry.
Paul Dato (CRD# 2188113) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wheaton, IL and has over 32 years of experience in the finance industry.
Cory Davidson (CRD# 4768487) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wheaton, IL and has over 10 years of experience in the finance industry. Cory Davidson 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.
Daren Davis (CRD# 4488313) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 22 years of experience in the finance industry.