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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
John Maher (CRD# 2054026) is an Investment Advisor Representative working at Skewviews, LLC in Wilmette, IL and has over 10 years of experience in the finance industry.
Matthew Marino (CRD# 5711403) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilmette, IL and has over 14 years of experience in the finance industry.
Peter Maris (CRD# 2177794) is an Investment Advisor Representative working at Resource Financial Group, Ltd. in Wilmette, IL and has over 32 years of experience in the finance industry. Peter Maris 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.
Richard McAdams (CRD# 4186475) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 23 years of experience in the finance industry.
Adam O Hare (CRD# 4636450) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilmette, IL and has over 20 years of experience in the finance industry.
Sean Omalley (CRD# 1212606) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmette, IL and has over 32 years of experience in the finance industry. Sean Omalley 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.
Tyler Passmore (CRD# 4395686) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilmette, IL and has over 22 years of experience in the finance industry. Tyler Passmore 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.
Martin Perdoux (CRD# 6193838) is an Investment Advisor Representative working at Savant Wealth Management in Wilmette, IL and has over 10 years of experience in the finance industry. Martin Perdoux 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.
Shawna Price (CRD# 5188185) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilmette, IL and has over 17 years of experience in the finance industry.
Brian Pugal (CRD# 4626115) is an Investment Advisor Representative working at Resource Financial Group, Ltd. in Wilmette, IL and has over 16 years of experience in the finance industry. Brian Pugal 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.