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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
Kelly Lopotko (CRD# 7089509) is an Investment Advisor Representative working at Edward Jones in Chillicothe, IL and has over 4 years of experience in the finance industry.
Ryan Mahoney (CRD# 7158596) is an Investment Advisor Representative working at Cypress Asset Management, Inc. in Peoria Heights, IL and has 1 year of experience in the finance industry.
Peter Mangieri (CRD# 6629658) is an Investment Advisor Representative working at Equitable Advisors, LLC in Peoria, IL and has over 7 years of experience in the finance industry.
William Mitchell Ii (CRD# 7551083) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Peoria, IL and has 1 year of experience in the finance industry.
Michael Nichols (CRD# 4332365) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kewanee, IL and has over 23 years of experience in the finance industry.
Tucker Nichols (CRD# 7622803) is an Investment Advisor Representative working at Edward Jones in Princeton, IL and has 1 year of experience in the finance industry.
Lawrence Nolan (CRD# 6561355) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Washington, IL and has over 8 years of experience in the finance industry.
Aaron Osing (CRD# 7127288) is an Investment Advisor Representative working at Edward Jones in Peoria, IL and has over 4 years of experience in the finance industry.
Jonathan Panzica (CRD# 7547797) is an Investment Advisor Representative working at Savant Wealth Management in Peoria, IL and has 1 year of experience in the finance industry. Jonathan Panzica 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.
Robert Personett (CRD# 7009864) is an Investment Advisor Representative working at Lpl Financial LLC in Washington, IL and has over 5 years of experience in the finance industry.