-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lade Kasim (CRD# 7775679) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winnetka, IL and has 1 year of experience in the finance industry.
Seth Lesondak (CRD# 7200363) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winnetka, IL and has over 4 years of experience in the finance industry.
Karle McLaughlin (CRD# 7599935) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Winnetka, IL and has 1 year of experience in the finance industry.
Michael Mirza (CRD# 6049637) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winnetka, IL and has over 11 years of experience in the finance industry.
Austin Morrow (CRD# 7179312) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winnetka, IL and has over 3 years of experience in the finance industry.
Michelle Pawela (CRD# 7494931) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Winnetka, IL and has 1 year of experience in the finance industry.
Thomas Slowinski (CRD# 5730797) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winnetka, IL and has over 14 years of experience in the finance industry.
Katherine Strain (CRD# 5627306) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winnetka, IL and has over 12 years of experience in the finance industry.
Brendan Watts (CRD# 7690593) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Winnetka, 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.