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Distance Only Yorkville, IL
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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 Bivens (CRD# 2587871) is an Investment Advisor Representative working at Latitude Advisors, LLC in Yorkville, IL and has over 29 years of experience in the finance industry.
David Bucciferro (CRD# 3241118) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yorkville, IL and has over 22 years of experience in the finance industry.
Scott Gengler (CRD# 6946186) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Yorkville, IL and has over 5 years of experience in the finance industry.
Benjamin Heiler (CRD# 6583438) is an Investment Advisor Representative working at Lpl Financial LLC in Yorkville, IL and has over 7 years of experience in the finance industry.
Alan Hubbard (CRD# 4504770) is an Investment Advisor Representative working at Edward Jones in Yorkville, IL and has over 21 years of experience in the finance industry.
Dwayne Konicek (CRD# 2731827) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Yorkville, IL and has over 27 years of experience in the finance industry. Dwayne Konicek 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.
Jeffrey Malas (CRD# 5516125) is an Investment Advisor Representative working at Lpl Financial LLC in Yorkville, IL and has over 15 years of experience in the finance industry.
Wendy Malas (CRD# 5930712) is an Investment Advisor Representative working at Lpl Financial LLC in Yorkville, IL and has over 9 years of experience in the finance industry.
Charles Meeder (CRD# 4604898) is an Investment Advisor Representative working at Sound Asset Management, Inc. in Yorkville, IL and has 1 year of experience in the finance industry. Charles Meeder 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.
Jonathan Sears (CRD# 5505297) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Yorkville, IL and has over 15 years of experience in the finance industry. Jonathan Sears 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.