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Distance Only Lake Zurich, 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
Melanie Sheedy (CRD# 4195180) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 23 years of experience in the finance industry. Melanie Sheedy 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.
Krista Simons Gliva (CRD# 6013448) is an Investment Advisor Representative working at Primerica Advisors in Lake Zurich, IL and has over 12 years of experience in the finance industry.
Melissa Streich (CRD# 4900649) is an Investment Advisor Representative working at The Ayco Company, LP in Lake Zurich, IL and has over 18 years of experience in the finance industry.
Amber Sutton (CRD# 5474274) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lake Zurich, IL and has over 8 years of experience in the finance industry.
William Zurek (CRD# 1022050) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Zurich, IL and has over 35 years of experience in the finance industry.
Eric Behrends (CRD# 7800771) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lake Zurich, IL and has 1 year of experience in the finance industry.
Hieu Donahue (CRD# 6494650) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 8 years of experience in the finance industry.
Wendy Jacobson-Rosen (CRD# 2329432) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lake Zurich, IL and has over 31 years of experience in the finance industry.
Joseph La Vanne (CRD# 7251489) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake Zurich, IL and has over 3 years of experience in the finance industry.
Himanshu Oza (CRD# 7080162) is an Investment Advisor Representative working at Primerica Advisors in Lake Zurich, IL and has over 4 years of experience in the finance industry.