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Distance Only Downers Grove, 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
Richard Lam (CRD# 5798200) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Downers Grove, IL and has over 14 years of experience in the finance industry.
Justin Lesch (CRD# 4677517) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 20 years of experience in the finance industry. Justin Lesch 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.
Jeff Lesniewicz (CRD# 5405377) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Downers Grove, IL and has over 16 years of experience in the finance industry.
Mark Loftus (CRD# 1720328) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Downers Grove, IL and has over 36 years of experience in the finance industry. Mark Loftus 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.
Sunita Malhotra (CRD# 1795208) is an Investment Advisor Representative working at Prudential Financial Planning Services in Downers Grove, IL and has over 36 years of experience in the finance industry.
Ann Mariani-Issel (CRD# 1627532) is an Investment Advisor Representative working at Lpl Financial LLC in Downers Grove, IL and has over 32 years of experience in the finance industry.
Jennifer Maris (CRD# 6400193) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Downers Grove, IL and has over 9 years of experience in the finance industry.
Jeffrey Martinath (CRD# 3085889) is an Investment Advisor Representative working at Prudential Financial Planning Services in Downers Grove, IL and has over 25 years of experience in the finance industry.
William Maxwell (CRD# 3239706) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 24 years of experience in the finance industry.
Daniel McCabe (CRD# 1269511) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 36 years of experience in the finance industry.