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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
Robert Dullinger (CRD# 1343091) is an Investment Advisor Representative working at Primerica Advisors in Naperville, IL and has over 39 years of experience in the finance industry.
Joshua Duncan (CRD# 6184795) is an Investment Advisor Representative working at F5 Financial Planning, LLC in Naperville, IL and has over 10 years of experience in the finance industry. Joshua Duncan 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.
Jeffrey Dvorak (CRD# 6044031) is an Investment Advisor Representative working at 4D Financial Advisors, LLC in Naperville, IL. Jeffrey Dvorak 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Nicholas Economos (CRD# 2796776) is an Investment Advisor Representative working at Fiduciary Financial Partners, LLC in Naperville, IL and has over 27 years of experience in the finance industry.
Richard Elder (CRD# 2394747) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Naperville, IL and has over 30 years of experience in the finance industry.
Mary Esser (CRD# 725157) is an Investment Advisor Representative working at Cressman Esser Investment Advisors, Inc. in Naperville, IL and has over 42 years of experience in the finance industry.
Matthew Evans (CRD# 5762799) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Naperville, IL and has over 13 years of experience in the finance industry.
Timothy Flaherty (CRD# 6229406) is an Investment Advisor Representative working at Pma Asset Management, LLC in Naperville, IL and has over 9 years of experience in the finance industry.
Karen Foley (CRD# 5473711) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Naperville, IL and has over 16 years of experience in the finance industry.
David Fortosis (CRD# 6133046) is an Investment Advisor Representative working at Heritage Wealth in Naperville, IL and has over 11 years of experience in the finance industry. David Fortosis 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.