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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
Joshua Haka (CRD# 4477208) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sycamore, IL and has over 22 years of experience in the finance industry.
Rachel Hall (CRD# 6306680) is an Investment Advisor Representative working at United Capital Financial Advisors in Rockford, IL and has over 7 years of experience in the finance industry.
Theresa Harezlak (CRD# 5433479) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Theresa Harezlak 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.
Charles Harker (CRD# 4961745) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 18 years of experience in the finance industry. Charles Harker 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.
Prudence Harker (CRD# 860318) is an Investment Advisor Representative working at Equitable Advisors, LLC in Beloit, WI and has over 41 years of experience in the finance industry.
Sean Harrell (CRD# 6402111) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 9 years of experience in the finance industry.
Amy Harris (CRD# 6244617) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has over 10 years of experience in the finance industry.
David Harris (CRD# 1937707) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 35 years of experience in the finance industry. David Harris 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.
Tara Harris (CRD# 5903341) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 13 years of experience in the finance industry.
Amy Hatch (CRD# 4413164) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beloit, WI and has over 22 years of experience in the finance industry.