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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
Gregory Neer (CRD# 4657347) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 16 years of experience in the finance industry.
Aleksandra Nigro (CRD# 6149365) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northbrook, IL and has over 9 years of experience in the finance industry.
Patrick Nimrod (CRD# 2393847) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 30 years of experience in the finance industry.
Thomas Nowak (CRD# 5516407) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Northbrook, IL and has over 16 years of experience in the finance industry. Thomas Nowak 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.
Kathleen O'sullivan (CRD# 6713926) is an Investment Advisor Representative working at Edward Jones in Northbrook, IL and has over 7 years of experience in the finance industry.
James Oshaughnessy (CRD# 2284652) is an Investment Advisor Representative working at Lpl Financial LLC in Northbrook, IL and has over 31 years of experience in the finance industry.
Jim Ostach (CRD# 353937) is an Investment Advisor Representative working at Lpl Financial LLC in Northbrook, IL and has over 43 years of experience in the finance industry.
Jane Passy (CRD# 1160272) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 40 years of experience in the finance industry.
Matthew Pfister (CRD# 5798772) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 11 years of experience in the finance industry.
Frederick Phillips (CRD# 2916760) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 26 years of experience in the finance industry.