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Distance Only Itasca, 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
William Fates (CRD# 2477042) is an Investment Advisor Representative working at Forum Financial Management, LP in Itasca, IL and has over 26 years of experience in the finance industry.
Stephanie Fuller (CRD# 5175851) is an Investment Advisor Representative working at Lpl Financial LLC in Itasca, IL and has over 13 years of experience in the finance industry.
Judith Furjanic (CRD# 1246910) is an Investment Advisor Representative working at Wells Fargo Advisors in Itasca, IL and has over 39 years of experience in the finance industry.
Michael Howlett (CRD# 5206242) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Itasca, IL and has over 17 years of experience in the finance industry.
John Jaburek (CRD# 1660053) is an Investment Advisor Representative working at Wells Fargo Advisors in Itasca, IL and has over 32 years of experience in the finance industry.
James King (CRD# 5882444) is an Investment Advisor Representative working at Corient in Itasca, IL and has 1 year of experience in the finance industry. James King 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.
Barry Leslie (CRD# 3098430) is an Investment Advisor Representative working at Leslie Global Wealth, LLC in Itasca, IL and has over 25 years of experience in the finance industry. Barry Leslie 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.
Therese Martin (CRD# 1320511) is an Investment Advisor Representative working at Martin Financial Management in Itasca, IL and has over 38 years of experience in the finance industry. Therese Martin 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.
John Maust (CRD# 6472082) is an Investment Advisor Representative working at Edward Jones in Itasca, IL and has over 7 years of experience in the finance industry.
Kevin Meehan (CRD# 1410819) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Itasca, IL and has over 34 years of experience in the finance industry. Kevin Meehan 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.