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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
Joseph Fortunato (CRD# 3079306) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 13 years of experience in the finance industry. Joseph Fortunato 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.
Joshua Glazer (CRD# 2922124) is an Investment Advisor Representative working at Toews Asset Management in Arlington Heights, IL and has over 15 years of experience in the finance industry.
Carlos Gonzalez (CRD# 5077316) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Arlington Heights, IL and has over 17 years of experience in the finance industry.
Jordan Goodrick (CRD# 2404129) is an Investment Advisor Representative working at Wintrust Investments in Arlington Heights, IL and has over 30 years of experience in the finance industry.
Elizabeth Grady (CRD# 6366383) is an Investment Advisor Representative working at Equitable Advisors, LLC in Arlington Heights, IL and has over 8 years of experience in the finance industry. Elizabeth Grady 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.
Sean Grady (CRD# 6746009) is an Investment Advisor Representative working at Edward Jones in Arlington Heights, IL and has over 7 years of experience in the finance industry.
Aaron Haack (CRD# 5367554) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arlington Heights, IL and has over 16 years of experience in the finance industry.
Sung Han (CRD# 2037953) is an Investment Advisor Representative working at Primerica Advisors in Arlington Heights, IL and has over 34 years of experience in the finance industry.
Robert Herrmann (CRD# 2062382) is an Investment Advisor Representative working at Lpl Financial LLC in Arlington Heights, IL and has over 31 years of experience in the finance industry.