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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
William Thoms (CRD# 2182266) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northbrook, IL and has over 32 years of experience in the finance industry.
Eric Thonn (CRD# 6993138) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 5 years of experience in the finance industry.
Ruth Uress (CRD# 4668365) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 17 years of experience in the finance industry. Ruth Uress 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.
Vivian Villers (CRD# 1274388) is an Investment Advisor Representative working at Spc in Northbrook, IL and has over 38 years of experience in the finance industry. Vivian Villers 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.
Patrick Walsh (CRD# 1276200) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 39 years of experience in the finance industry.
Michael Walther (CRD# 2665663) is an Investment Advisor Representative working at Oak Wealth Advisors LLC in Northbrook, IL and has over 28 years of experience in the finance industry. Michael Walther 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.
Max Wasserman (CRD# 2206118) is an Investment Advisor Representative working at Miramar Capital in Northbrook, IL and has over 19 years of experience in the finance industry.
Adam Weiss (CRD# 2485697) is an Investment Advisor Representative working at Lpl Financial LLC in Northbrook, IL and has over 29 years of experience in the finance industry.
Kerry Wiberg (CRD# 855204) is an Investment Advisor Representative working at Lpl Financial LLC in Northbrook, IL and has over 33 years of experience in the finance industry.
Steven Wilhusen (CRD# 3265872) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Northbrook, IL and has over 24 years of experience in the finance industry.