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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 Couleur (CRD# 7342023) is an Investment Advisor Representative working at Couleur Investments in Wilmette, IL and has over 3 years of experience in the finance industry.
Matthew Delduchetto (CRD# 4845864) is an Investment Advisor Representative working at Excalibur Management Corp in Wilmette, IL and has over 19 years of experience in the finance industry.
Jon Paul Keslinke (CRD# 5791624) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilmette, IL and has over 13 years of experience in the finance industry.
Kenneth Lerner (CRD# 1882043) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wilmette, IL and has over 24 years of experience in the finance industry.
Paul Lucchesi (CRD# 1376820) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wilmette, IL and has over 18 years of experience in the finance industry.
Todd Markman (CRD# 4744723) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wilmette, IL and has over 20 years of experience in the finance industry.
Jamal Nia (CRD# 6458006) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilmette, IL and has over 9 years of experience in the finance industry.
Amir Rahimi (CRD# 5623386) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilmette, IL and has over 7 years of experience in the finance industry.
Jonathan Weid (CRD# 7784498) is an Investment Advisor Representative working at Edward Jones in Wilmette, IL and has 1 year of experience in the finance industry.
Charles Melka (CRD# 2216510) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Glen Ellyn, IL and has over 32 years of experience in the finance industry. Charles Melka 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.